VBFP
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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
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 $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valtinson Bruner Financial Planning's CVLC Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q1 2026 at 3,172 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #144.

Valtinson Bruner Financial Planning first reported a position in CVLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $672K in Q3 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Valtinson Bruner Financial Planning held 3,172 shares of Calvert US Large-Cap Core Responsible Index ETF worth $254K as of Q1 2026.
  • Valtinson Bruner Financial Planning left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q1 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #144 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 4 quarters since.
  • Valtinson Bruner Financial Planning's Calvert US Large-Cap Core Responsible Index ETF position peaked at $672K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.