PWM
CVLC icon

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

Perigon Wealth Management’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 		$311K Buy
+3,287
New +$297K ﹤0.01% 1096
2025
Q2 		– Sell
-7,528
Closed -$519K – 1068
2025
Q1 		$519K Hold
7,528
– – 0.01% 624
2024
Q4 		$559K Buy
7,528
+1,010
+15% +$74.5K 0.01% 611
2024
Q3 		$467K Buy
+6,518
New +$449K 0.01% 641

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

Perigon Wealth Management's CVLC Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 3,287 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CVLC as recently as Q1 2025.

Perigon Wealth Management first reported a position in CVLC in Q3 2024 and has held it in 4 quarters since. The position peaked at $559K in Q4 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Perigon Wealth Management held 3,287 shares of Calvert US Large-Cap Core Responsible Index ETF worth $311K as of Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Perigon Wealth Management position in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1096 holding.
  • Perigon Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 4 quarters since.
  • Perigon Wealth Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $559K 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.