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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$988K	Hold	3,226	–	–	0.03%	209
2026 Q1	$830K	Hold	3,226	–	–	0.03%	230
2025 Q4	$901K	Hold	3,226	–	–	0.03%	203
2025 Q3	$948K	Buy	3,226 +56	+2%	+$16.2K	0.03%	195
2025 Q2	$902K	Hold	3,170	–	–	0.04%	174
2025 Q1	$776K	Hold	3,170	–	–	0.04%	175
2024 Q4	$804K	Buy	3,170 +79	+3%	+$20.3K	0.04%	166
2024 Q3	$753K	Hold	3,091	–	–	0.04%	182
2024 Q2	$710K	Sell	3,091 -100	-3%	-$22.9K	0.04%	169
2024 Q1	$752K	Hold	3,191	–	–	0.04%	174
2023 Q4	$701K	Sell	3,191 -59	-2%	-$11.8K	0.04%	166
2023 Q3	$633K	Buy	3,250 +189	+6%	+$38.6K	0.05%	181
2023 Q2	$630K	Hold	3,061	–	–	0.05%	181
2023 Q1	$597K	Hold	3,061	–	–	0.05%	183
2022 Q4	$550K	Hold	3,061	–	–	0.04%	193
2022 Q3	$522K	Hold	3,061	–	–	0.04%	189
2022 Q2	$537K	Hold	3,061	–	–	0.05%	195
2022 Q1	$682K	Hold	3,061	–	–	0.05%	196
2021 Q4	$779K	Hold	3,061	–	–	0.06%	183
2021 Q3	$723K	Sell	3,061 -91	-3%	-$22K	0.06%	183
2021 Q2	$745K	Hold	3,152	–	–	0.06%	188
2021 Q1	$676K	Hold	3,152	–	–	0.06%	195
2020 Q4	$668K	Hold	3,152	–	–	0.06%	188
2020 Q3	$568K	Buy	3,152 +91	+3%	+$16K	0.07%	177
2020 Q2	$505K	Hold	3,061	–	–	0.06%	184
2020 Q1	$388K	Hold	3,061	–	–	0.06%	179
2019 Q4	$486K	Hold	3,061	–	–	0.06%	177
2019 Q3	$453K	Buy	+3,061	New	+$459K	0.06%	173

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Calamos Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 3,226 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #209.

Calamos Wealth Management first reported a position in VOT in Q3 2019 and has held it in 28 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Calamos Wealth Management held 3,226 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $988K as of Q2 2026.
Calamos Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #209 holding.
Calamos Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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