Ogorek Anthony Joseph’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Ogorek Anthony Joseph’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	$14.1M	Sell	149,517 -44,594	-23%	-$4.03M	3.51%	8
2026 Q1	$15.5M	Buy	194,111 +351	+0.2%	+$29.5K	4.26%	7
2025 Q4	$16.3M	Buy	193,760 +1,183	+0.6%	+$98.7K	4.49%	5
2025 Q3	$15.8M	Buy	192,577 +246	+0.1%	+$19.5K	4.51%	6
2025 Q2	$14.7M	Sell	192,331 -85,833	-31%	-$6.07M	4.55%	6
2025 Q1	$19.2M	Buy	278,164 +3,098	+1%	+$227K	6.31%	6
2024 Q4	$20.2M	Buy	275,066 +273,833	+22,209%	+$20.2M	6.42%	7
2024 Q3	$88K	Buy	+1,233	New	+$85K	0.03%	81

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ogorek Anthony Joseph's CVLC Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 23% in Q2 2026, selling an estimated $4.03M and leaving 149,517 shares worth $14.1M. The position accounts for 3.51% of the portfolio, ranked #8.

Ogorek Anthony Joseph first reported a position in CVLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.2M in Q4 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Ogorek Anthony Joseph held 149,517 shares of Calvert US Large-Cap Core Responsible Index ETF worth $14.1M as of Q2 2026.
Ogorek Anthony Joseph sold 44,594 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $4.03M.
Calvert US Large-Cap Core Responsible Index ETF made up 3.51% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #8 holding.
Ogorek Anthony Joseph first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 8 quarters since.
Ogorek Anthony Joseph's Calvert US Large-Cap Core Responsible Index ETF position peaked at $20.2M in Q4 2024.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.