TFC Financial Management
CVLC icon

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

TFC Financial 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
Q3 		$389K Buy
4,110
+1
+0% +$95 0.04% 100
2026
Q2 		$388K Buy
4,109
+657
+19% +$59.4K 0.04% 101
2026
Q1 		$276K Hold
3,452
– – 0.03% 110
2025
Q4 		$291K Buy
3,452
+587
+20% +$49K 0.04% 105
2025
Q3 		$235K Buy
2,865
+160
+6% +$12.7K 0.03% 117
2025
Q2 		$207K Buy
2,705
+116
+4% +$8.2K 0.03% 126
2025
Q1 		$178K Buy
2,589
+375
+17% +$27.5K 0.03% 132
2024
Q4 		$162K Buy
2,214
+915
+70% +$67.5K 0.03% 141
2024
Q3 		$93.1K Hold
1,299
– – 0.01% 197
2024
Q2 		$88.2K Buy
+1,299
New +$84.8K 0.02% 189

Other funds holding CVLC

State Insurance Fund
State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Fulcrum Capital
Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

TFC Financial Management's CVLC Position: Q3 2026 in Review

TFC Financial Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.02% in Q3 2026, buying an estimated $95 and bringing the position to 4,110 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #100.

TFC Financial Management first reported a position in CVLC in Q2 2024 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

  • TFC Financial Management held 4,110 shares of Calvert US Large-Cap Core Responsible Index ETF worth $389K as of Q3 2026.
  • TFC Financial Management bought 1 Calvert US Large-Cap Core Responsible Index ETF share in Q3 2026, an estimated $95.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.04% of TFC Financial Management's portfolio in Q3 2026, its #100 holding.
  • TFC Financial Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and has held it in 10 quarters since.
  • 36 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.