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

Heritage Wealth Advisors’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Sell
220
-28
-11% -$1.99K ﹤0.01% 469
2026
Q1 		$15.9K Sell
248
-16
-6% -$1.06K ﹤0.01% 470
2025
Q4 		$16.9K Sell
264
-35
-12% -$2.23K ﹤0.01% 422
2025
Q3 		$19K Hold
299
– – ﹤0.01% 382
2025
Q2 		$18.1K Buy
299
+85
+40% +$4.87K ﹤0.01% 378
2025
Q1 		$12.1K Buy
+214
New +$12.8K ﹤0.01% 409

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 11% in Q2 2026, selling an estimated $1.99K and leaving 220 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Heritage Wealth Advisors first reported a position in CVMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $19K in Q3 2025. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Heritage Wealth Advisors held 220 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $16.7K as of Q2 2026.
  • Heritage Wealth Advisors sold 28 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.99K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #469 holding.
  • Heritage Wealth Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $19K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

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