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

Sanctuary 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
2025
Q1 		– Sell
-19,438
Closed -$1.47M – 2237
2024
Q4 		$1.47M Hold
19,438
– – 0.01% 1032
2024
Q3 		$1.46M Buy
+19,438
New +$1.34M 0.01% 1060

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Sanctuary Advisors's CVLC Position: Q1 2025 in Review

Sanctuary Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2025, closing a stake of 19,438 shares — an estimated $1.47M sold.

Sanctuary Advisors first reported a position in CVLC in Q3 2024 and held it in 2 quarters. The position peaked at $1.47M in Q4 2024. 50 funds tracked by Wall St. Rank hold CVLC as of Q1 2025.

  • Sanctuary Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 19,438 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2025, an estimated $1.47M.
  • Sanctuary Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.47M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.