Heritage Wealth Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Heritage Wealth Advisors’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	$386K	Sell	4,083 -380	-9%	-$34.4K	0.01%	164
2026 Q1	$357K	Sell	4,463 -413	-8%	-$34.7K	0.01%	160
2025 Q4	$411K	Hold	4,876	–	–	0.02%	159
2025 Q3	$399K	Sell	4,876 -400	-8%	-$31.7K	0.02%	148
2025 Q2	$404K	Buy	5,276 +1,472	+39%	+$104K	0.02%	151
2025 Q1	$262K	Buy	+3,804	New	+$279K	0.01%	176

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Heritage Wealth Advisors's CVLC Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 8.5% in Q2 2026, selling an estimated $34.4K and leaving 4,083 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #164.

Heritage Wealth Advisors first reported a position in CVLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $411K in Q4 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Heritage Wealth Advisors held 4,083 shares of Calvert US Large-Cap Core Responsible Index ETF worth $386K as of Q2 2026.
Heritage Wealth Advisors sold 380 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $34.4K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Heritage Wealth Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $411K in Q4 2025.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.