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 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

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TFC Financial Management's CVLC Position: Q2 2026 in Review

TFC Financial Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 19% in Q2 2026, buying an estimated $59.4K and bringing the position to 4,109 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #101.

TFC Financial Management first reported a position in CVLC in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

TFC Financial Management held 4,109 shares of Calvert US Large-Cap Core Responsible Index ETF worth $388K as of Q2 2026.
TFC Financial Management bought 657 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $59.4K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.04% of TFC Financial Management's portfolio in Q2 2026, its #101 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 9 quarters since.
37 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.