Calamos Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	1,024 +1	+0.1%	+$334	0.01%	355
2026 Q1	$306K	Hold	1,023	–	–	0.01%	385
2025 Q4	$322K	Buy	+1,023	New	+$319K	0.01%	340
2024 Q2	–	Sell	-1,575	Closed	-$378K	–	335
2024 Q1	$378K	Hold	1,575	–	–	0.02%	231
2023 Q4	$344K	Hold	1,575	–	–	0.02%	225
2023 Q3	$308K	Sell	1,575 -18	-1%	-$3.67K	0.02%	253
2023 Q2	$323K	Hold	1,593	–	–	0.02%	250
2023 Q1	$298K	Sell	1,593 -302	-16%	-$55K	0.02%	258
2022 Q4	$330K	Buy	1,895 +130	+7%	+$22.8K	0.03%	245
2022 Q3	$289K	Hold	1,765	–	–	0.02%	257
2022 Q2	$304K	Hold	1,765	–	–	0.03%	257
2022 Q1	$368K	Buy	+1,765	New	+$363K	0.03%	261
2021 Q4	–	Sell	-1,766	Closed	-$355K	–	341
2021 Q3	$355K	Hold	1,766	–	–	0.03%	258
2021 Q2	$354K	Hold	1,766	–	–	0.03%	265
2021 Q1	$327K	Buy	+1,766	New	+$320K	0.03%	257

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Calamos Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q2 2026, buying an estimated $334 and bringing the position to 1,024 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #355.

Calamos Wealth Management first reported a position in VV in Q1 2021 and has held it in 15 quarters since. The position peaked at $378K in Q1 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Calamos Wealth Management held 1,024 shares of Vanguard Morningstar Large-Cap ETF worth $352K as of Q2 2026.
Calamos Wealth Management bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #355 holding.
Calamos Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 15 quarters since.
Calamos Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $378K in Q1 2024.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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