CWM
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Calamos Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Calamos Wealth Management’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Sell
2,800
-375
-12% -$32K 0.01% 404
2026
Q1 		$233K Hold
3,175
– – 0.01% 491
2025
Q4 		$262K Hold
3,175
– – 0.01% 385
2025
Q3 		$256K Buy
+3,175
New +$244K 0.01% 374

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Calamos Wealth Management's MGK Position: Q2 2026 in Review

Calamos Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 12% in Q2 2026, selling an estimated $32K and leaving 2,800 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #404.

Calamos Wealth Management first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Calamos Wealth Management held 2,800 shares of Vanguard Morningstar Mega Cap Growth ETF worth $246K as of Q2 2026.
  • Calamos Wealth Management sold 375 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Calamos Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $262K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.