Valley National Advisers »

Etf Calvert Us Mid-cap Core shares owned by Valley National Advisers

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 1.6k 63.16
2025-06-30 $46k 774 59.43
2025-03-31 $42k 750 56.00

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Quality (GARP)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Lam Research Corp Com New (LRCX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares U S Etf Tr Short Duration B (NEAR)

View all positions for Valley National Advisers

Top funds holding Etf Calvert Us Mid-cap Core

Morgan Stanley
First Pacific Financial
Financial Engines Advisors L.L.C
LongView Asset Management
Archer Investment Management
Northwestern Mutual Wealth Management Company
Joel Adams & Associates
Summit Investment Advisors
CWM
Colorado Capital Management
Commonwealth Equity Services
Creative Planning
BBR Partners
Sandbox Financial Partners
Private Advisor

View all funds holding Etf Calvert Us Mid-cap Core