Calamos Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.68M	Buy	82,864 +1,000	+1%	+$77.5K	0.2%	90
2026 Q1	$5.88M	Buy	81,864 +1,108	+1%	+$82.3K	0.2%	88
2025 Q4	$5.86M	Buy	80,756 +80	+0.1%	+$5.82K	0.2%	78
2025 Q3	$5.92M	Buy	80,676 +680	+0.9%	+$48.8K	0.21%	80
2025 Q2	$5.6M	Sell	79,996 -800	-1%	-$52.5K	0.24%	73
2025 Q1	$5.22M	Buy	80,796 +800	+1%	+$53.7K	0.26%	72
2024 Q4	$5.28M	Buy	79,996 +84	+0.1%	+$5.7K	0.26%	68
2024 Q3	$5.27M	Buy	79,912 +2,200	+3%	+$138K	0.27%	70
2024 Q2	$4.7M	Hold	77,712	–	–	0.25%	75
2024 Q1	$4.85M	Hold	77,712	–	–	0.27%	74
2023 Q4	$4.52M	Hold	77,712	–	–	0.28%	74
2023 Q3	$4.05M	Buy	77,712 +12,740	+20%	+$699K	0.31%	73
2023 Q2	$3.58M	Hold	64,972	–	–	0.26%	76
2023 Q1	$3.43M	Buy	64,972 +1,260	+2%	+$67K	0.27%	78
2022 Q4	$3.25M	Hold	63,712	–	–	0.25%	84
2022 Q3	$2.99M	Sell	63,712 -2,168	-3%	-$113K	0.26%	79
2022 Q2	$3.24M	Hold	65,880	–	–	0.29%	80
2022 Q1	$3.92M	Hold	65,880	–	–	0.29%	82
2021 Q4	$4.2M	Buy	65,880 +2,168	+3%	+$136K	0.31%	76
2021 Q3	$3.77M	Hold	63,712	–	–	0.3%	79
2021 Q2	$3.78M	Hold	63,712	–	–	0.29%	78
2021 Q1	$3.53M	Hold	63,712	–	–	0.29%	79
2020 Q4	$3.29M	Hold	63,712	–	–	0.3%	74
2020 Q3	$2.81M	Hold	63,712	–	–	0.32%	69
2020 Q2	$2.61M	Buy	+63,712	New	+$2.44M	0.33%	68

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Calamos Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $77.5K and bringing the position to 82,864 shares worth $6.68M. The position accounts for 0.2% of the portfolio, ranked #90.

Calamos Wealth Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Calamos Wealth Management held 82,864 shares of Vanguard Morningstar Mid-Cap ETF worth $6.68M as of Q2 2026.
Calamos Wealth Management bought 1,000 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $77.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Calamos Wealth Management's portfolio in Q2 2026, its #90 holding.
Calamos Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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