Calamos Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.4M	Buy	14,062 +1,286	+10%	+$804K	0.29%	72
2025 Q4	$8.01M	Buy	12,776 +920	+8%	+$572K	0.28%	69
2025 Q3	$7.26M	Buy	11,856 +3,459	+41%	+$2.04M	0.26%	72
2025 Q2	$4.77M	Buy	8,397 +1,151	+16%	+$605K	0.2%	83
2025 Q1	$3.72M	Buy	7,246 +407	+6%	+$220K	0.19%	84
2024 Q4	$3.68M	Buy	6,839 +157	+2%	+$85K	0.18%	78
2024 Q3	$3.53M	Buy	6,682 +90	+1%	+$45.7K	0.18%	86
2024 Q2	$3.3M	Hold	6,592	–	–	0.18%	85
2024 Q1	$3.17M	Buy	6,592 +171	+3%	+$78.3K	0.18%	89
2023 Q4	$2.8M	Buy	6,421 +79	+1%	+$32.3K	0.18%	82
2023 Q3	$2.49M	Buy	+6,342	New	+$2.59M	0.19%	85
2020 Q4	–	Sell	-3,650	Closed	-$1.12M	–	288
2020 Q3	$1.12M	Hold	3,650	–	–	0.13%	112
2020 Q2	$1.03M	Buy	+3,650	New	+$982K	0.13%	108

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Calamos Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, buying an estimated $804K and bringing the position to 14,062 shares worth $8.4M. The position accounts for 0.29% of the portfolio, ranked #72.

Calamos Wealth Management first reported a position in VOO in Q2 2020 and has held it in 13 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Calamos Wealth Management held 14,062 shares of Vanguard S&P 500 ETF worth $8.4M as of Q1 2026.
Calamos Wealth Management bought 1,286 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $804K.
Vanguard S&P 500 ETF made up 0.29% of Calamos Wealth Management's portfolio in Q1 2026, its #72 holding.
Calamos Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 13 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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