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

Westfuller 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
2026
Q2 		$4.74M Buy
50,220
+42,770
+574% +$3.87M 1.73% 13
2026
Q1 		$596K Buy
7,450
+15
+0.2% +$1.26K 0.26% 71
2025
Q4 		$626K Buy
+7,435
New +$620K 0.25% 74

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
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FC
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
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Westfuller Advisors's CVLC Position: Q2 2026 in Review

Westfuller Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 574% in Q2 2026, buying an estimated $3.87M and bringing the position to 50,220 shares worth $4.74M. The position accounts for 1.73% of the portfolio, ranked #13.

Westfuller Advisors first reported a position in CVLC in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Westfuller Advisors held 50,220 shares of Calvert US Large-Cap Core Responsible Index ETF worth $4.74M as of Q2 2026.
  • Westfuller Advisors bought 42,770 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $3.87M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 1.73% of Westfuller Advisors's portfolio in Q2 2026, its #13 holding.
  • Westfuller Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.