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Harbour Investments’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Harbour Investments’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
14,784
+2,923
+25% +$264K 0.02% 679
2026
Q1 		$950K Buy
11,861
+2,010
+20% +$169K 0.01% 780
2025
Q4 		$830K Buy
9,851
+767
+8% +$64K 0.02% 663
2025
Q3 		$744K Buy
9,084
+1,766
+24% +$140K 0.02% 671
2025
Q2 		$560K Buy
7,318
+3,306
+82% +$234K 0.01% 735
2025
Q1 		$277K Buy
4,012
+1,318
+49% +$96.5K 0.01% 965
2024
Q4 		$198K Buy
2,694
+1,874
+229% +$138K 0.01% 1053
2024
Q3 		$58.7K Buy
820
+123
+18% +$8.48K ﹤0.01% 1580
2024
Q2 		$47.3K Buy
697
+438
+169% +$28.6K ﹤0.01% 1577
2024
Q1 		$17K Sell
259
-14
-5% -$873 ﹤0.01% 2021
2023
Q4 		$16.3K Buy
+273
New +$15.1K ﹤0.01% 1965

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Harbour Investments's CVLC Position: Q2 2026 in Review

Harbour Investments increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 25% in Q2 2026, buying an estimated $264K and bringing the position to 14,784 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #679.

Harbour Investments first reported a position in CVLC in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Harbour Investments held 14,784 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.4M as of Q2 2026.
  • Harbour Investments bought 2,923 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $264K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #679 holding.
  • Harbour Investments first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.