Calamos Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Sell	4,080 -3,296	-45%	-$197K	0.01%	482
2025 Q4	$442K	Hold	7,376	–	–	0.02%	290
2025 Q3	$443K	Sell	7,376 -934	-11%	-$55.8K	0.02%	279
2025 Q2	$497K	Buy	8,310 +1,307	+19%	+$77.4K	0.02%	238
2025 Q1	$416K	Buy	7,003 +2,017	+40%	+$118K	0.02%	233
2024 Q4	$289K	Buy	4,986 +6	+0.1%	+$353	0.01%	262
2024 Q3	$301K	Buy	4,980 +1,301	+35%	+$77.6K	0.02%	265
2024 Q2	$214K	Hold	3,679	–	–	0.01%	279
2024 Q1	$215K	Hold	3,679	–	–	0.01%	282
2023 Q4	$218K	Buy	+3,679	New	+$212K	0.01%	272

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Calamos Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 45% in Q1 2026, selling an estimated $197K and leaving 4,080 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #482.

Calamos Wealth Management first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Calamos Wealth Management held 4,080 shares of Vanguard Intermediate-Term Treasury ETF worth $243K as of Q1 2026.
Calamos Wealth Management sold 3,296 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $197K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #482 holding.
Calamos Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Calamos Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $497K in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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