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Calamos Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Calamos Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
4,498
+266
+6% +$61.1K 0.03% 202
2026
Q1 		$910K Buy
4,232
+467
+12% +$104K 0.03% 218
2025
Q4 		$827K Hold
3,765
– – 0.03% 215
2025
Q3 		$812K Buy
3,765
+278
+8% +$58.4K 0.03% 208
2025
Q2 		$714K Hold
3,487
– – 0.03% 204
2025
Q1 		$676K Sell
3,487
-129
-4% -$25.7K 0.03% 190
2024
Q4 		$708K Buy
3,616
+1,994
+123% +$398K 0.04% 181
2024
Q3 		$321K Hold
1,622
– – 0.02% 260
2024
Q2 		$296K Sell
1,622
-475
-23% -$85.5K 0.02% 251
2024
Q1 		$383K Sell
2,097
-250
-11% -$43.9K 0.02% 228
2023
Q4 		$400K Sell
2,347
-255
-10% -$41K 0.03% 218
2023
Q3 		$404K Buy
2,602
+505
+24% +$81.9K 0.03% 218
2023
Q2 		$341K Hold
2,097
– – 0.03% 238
2023
Q1 		$323K Hold
2,097
– – 0.03% 252
2022
Q4 		$318K Hold
2,097
– – 0.02% 253
2022
Q3 		$283K Hold
2,097
– – 0.02% 259
2022
Q2 		$301K Buy
+2,097
New +$319K 0.03% 260

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Calamos Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q2 2026, buying an estimated $61.1K and bringing the position to 4,498 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #202.

Calamos Wealth Management first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Calamos Wealth Management held 4,498 shares of Vanguard Dividend Appreciation ETF worth $1.06M as of Q2 2026.
  • Calamos Wealth Management bought 266 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $61.1K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Calamos Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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