Calamos Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Calamos Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,126	Closed	-$284K	–	585
2025 Q4	$284K	Buy	+2,126	New	+$276K	0.01%	373
2024 Q3	–	Sell	-2,665	Closed	-$266K	–	340
2024 Q2	$266K	Hold	2,665	–	–	0.01%	264
2024 Q1	$273K	Buy	+2,665	New	+$256K	0.02%	262

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calamos Wealth Management's VFH Position: Q1 2026 in Review

Calamos Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 2,126 shares — an estimated $284K sold.

Calamos Wealth Management first reported a position in VFH in Q1 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Calamos Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Calamos Wealth Management sold 2,126 Vanguard Financials ETF shares in Q1 2026, an estimated $284K.
Calamos Wealth Management first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 3 quarters.
Calamos Wealth Management's Vanguard Financials ETF position peaked at $284K in Q4 2025.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.