JY
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Jeff Yass’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Jeff Yass’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 		$1.3M Buy
+13,727
New +$1.24M ﹤0.01% 7522
2025
Q2 		– Sell
-9,229
Closed -$636K – 12796
2025
Q1 		$636K Buy
+9,229
New +$676K ﹤0.01% 8372
2024
Q4 		– Sell
-10,555
Closed -$756K – 12342
2024
Q3 		$756K Buy
+10,555
New +$727K ﹤0.01% 7469
2023
Q4 		– Sell
-8,324
Closed -$443K – 12481
2023
Q3 		$443K Sell
8,324
-23,921
-74% -$1.33M ﹤0.01% 8514
2023
Q2 		$1.79M Buy
+32,245
New +$1.68M ﹤0.01% 5375

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

Jeff Yass's CVLC Position: Q2 2026 in Review

Jeff Yass opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 13,727 shares worth $1.3M. The stake represents ﹤0.01% of the portfolio and ranks #7522 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CVLC as recently as Q1 2025.

Jeff Yass first reported a position in CVLC in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.79M in Q2 2023. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Jeff Yass held 13,727 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.3M as of Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Jeff Yass position in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7522 holding.
  • Jeff Yass first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2023 and has held it in 5 quarters since.
  • Jeff Yass's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.79M in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.