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Valtinson Bruner Financial Planning’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Valtinson Bruner Financial Planning’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 		$300K Hold
3,172
– – 0.08% 139
2026
Q1 		$254K Hold
3,172
– – 0.07% 144
2025
Q4 		$267K Sell
3,172
-5,039
-61% -$420K 0.08% 133
2025
Q3 		$672K Hold
8,211
– – 0.2% 63
2025
Q2 		$628K Buy
+8,211
New +$580K 0.2% 63

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

Valtinson Bruner Financial Planning's CVLC Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 3,172 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #139.

Valtinson Bruner Financial Planning first reported a position in CVLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q3 2025. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Valtinson Bruner Financial Planning held 3,172 shares of Calvert US Large-Cap Core Responsible Index ETF worth $300K as of Q2 2026.
  • Valtinson Bruner Financial Planning left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #139 holding.
  • Valtinson Bruner Financial Planning first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Valtinson Bruner Financial Planning's Calvert US Large-Cap Core Responsible Index ETF position peaked at $672K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.