Calamos Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$833K	Sell	7,598 -1,525	-17%	-$178K	0.03%	229
2025 Q4	$1.11M	Buy	9,123 +4,177	+84%	+$509K	0.04%	179
2025 Q3	$596K	Buy	4,946 +650	+15%	+$74.5K	0.02%	240
2025 Q2	$469K	Hold	4,296	–	–	0.02%	247
2025 Q1	$399K	Hold	4,296	–	–	0.02%	235
2024 Q4	$444K	Hold	4,296	–	–	0.02%	227
2024 Q3	$415K	Hold	4,296	–	–	0.02%	237
2024 Q2	$403K	Hold	4,296	–	–	0.02%	225
2024 Q1	$372K	Hold	4,296	–	–	0.02%	234
2023 Q4	$335K	Hold	4,296	–	–	0.02%	227
2023 Q3	$294K	Hold	4,296	–	–	0.02%	256
2023 Q2	$304K	Hold	4,296	–	–	0.02%	258
2023 Q1	$270K	Hold	4,296	–	–	0.02%	268
2022 Q4	$237K	Hold	4,296	–	–	0.02%	287
2022 Q3	$233K	Hold	4,296	–	–	0.02%	285
2022 Q2	$242K	Hold	4,296	–	–	0.02%	284
2022 Q1	$307K	Hold	4,296	–	–	0.02%	281
2021 Q4	$337K	Hold	4,296	–	–	0.02%	272
2021 Q3	$303K	Hold	4,296	–	–	0.02%	283
2021 Q2	$300K	Sell	4,296 -304	-7%	-$20.2K	0.02%	293
2021 Q1	$288K	Hold	4,600	–	–	0.02%	268
2020 Q4	$285K	Hold	4,600	–	–	0.03%	255
2020 Q3	$256K	Sell	4,600 -200	-4%	-$10.8K	0.03%	236
2020 Q2	$237K	Sell	4,800 -1,152	-19%	-$52.2K	0.03%	239
2020 Q1	$230K	Hold	5,952	–	–	0.04%	218
2019 Q4	$269K	Hold	5,952	–	–	0.03%	207
2019 Q3	$244K	Hold	5,952	–	–	0.03%	207
2019 Q2	$241K	Hold	5,952	–	–	0.03%	211
2019 Q1	$231K	Hold	5,952	–	–	0.03%	202
2018 Q4	$200K	Hold	5,952	–	–	0.03%	212
2018 Q3	$238K	Hold	5,952	–	–	0.03%	192
2018 Q2	$219K	Hold	5,952	–	–	0.03%	189
2018 Q1	$208K	Hold	5,952	–	–	0.03%	194
2017 Q4	$205K	Buy	+5,952	New	+$200K	0.03%	199

Other funds holding VONG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Calamos Wealth Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 17% in Q1 2026, selling an estimated $178K and leaving 7,598 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #229.

Calamos Wealth Management first reported a position in VONG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.11M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Calamos Wealth Management held 7,598 shares of Vanguard Russell 1000 Growth ETF worth $833K as of Q1 2026.
Calamos Wealth Management sold 1,525 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $178K.
Vanguard Russell 1000 Growth ETF made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #229 holding.
Calamos Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Calamos Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $1.11M in Q4 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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