Who owns VSE (VSEC)
Which tracked institutional funds hold VSEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VSEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
169 tracked funds added or opened VSEC while 75 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VSEC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VSEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VSEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 369 tracked filers holding VSEC, 210 increased or opened the position and 184 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VSEC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- SG Capital Management LLC$42M
- KENSICO CAPITAL MANAGEMENT CORP$27M
- Freestone Grove Partners LP$19M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$15M
- VAN ECK ASSOCIATES CORP$13M
- WELLINGTON MANAGEMENT GROUP LLP$13M
Full exits 41
- T. Rowe Price Investment Management, Inc.$463M
- LORD, ABBETT & CO. LLC$31M
- Zimmer Partners, LP$30M
- BALYASNY ASSET MANAGEMENT L.P.$26M
- GW&K Investment Management, LLC$18M
- Burkehill Global Management, LP$17M
Largest adds
- BlackRock, Inc.$307M
- STATE STREET CORP$128M
- DENDUR CAPITAL LP$99M
- VOYA INVESTMENT MANAGEMENT LLC$81M
- VANGUARD CAPITAL MANAGEMENT LLC$67M
- SAMLYN CAPITAL, LLC$60M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$72M
- Driehaus Capital Management LLC$67M
- CITADEL ADVISORS LLC$56M
- Durable Capital Partners LP$35M
- SOROS FUND MANAGEMENT LLC$18M
- Ghisallo Capital Management LLC$16M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,631,048 | $1.1B | 15.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 3,715,430 | $214M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 2,061,321 | $471M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,242,190 | $284M | 4.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,028,481 | $235M | 3.4% | 2026-Q2 |
| Durable Capital Partners LP trimmed | 980,310 | $224M | 3.2% | 2026-Q2 |
| Capital Research Global Investors trimmed | 829,201 | $189M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 824,499 | $188M | 2.7% | 2026-Q2 |
| DENDUR CAPITAL LP added | 821,400 | $188M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 807,808 | $185M | 2.7% | 2026-Q2 |
| Capital World Investors added | 805,643 | $184M | 2.7% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 682,067 | $39M | 0.6% | 2026-Q2 |
| SAMLYN CAPITAL, LLC added | 647,205 | $148M | 2.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 631,452 | $144M | 2.1% | 2026-Q2 |
| Invesco Ltd. added | 620,296 | $142M | 2.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 556,285 | $127M | 1.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 531,669 | $121M | 1.8% | 2026-Q2 |
| FMR LLC added | 517,857 | $118M | 1.7% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 514,157 | $117M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 478,078 | $109M | 1.6% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 453,393 | $104M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 446,705 | $102M | 1.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 390,312 | $89M | 1.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 369,885 | $85M | 1.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 359,894 | $66M | 1.0% | 2026-Q2 |
| Hood River Capital Management LLC added | 330,182 | $75M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 327,743 | $75M | 1.1% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 323,152 | $74M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 314,552 | $72M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 296,885 | $67M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 291,364 | $67M | 1.0% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 280,307 | $64M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 269,929 | $62M | 0.9% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 246,712 | $56M | 0.8% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 230,152 | $13M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 216,567 | $49M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 210,150 | $48M | 0.7% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 209,628 | $48M | 0.7% | 2026-Q2 |
| Aequim Alternative Investments LP | 200,000 | $12M | 0.2% | 2026-Q2 |
| FIL Ltd | 195,402 | $45M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 193,011 | $44M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 191,729 | $44M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 187,190 | $43M | 0.6% | 2026-Q2 |
| SG Capital Management LLC new | 183,142 | $42M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 175,405 | $40M | 0.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 165,669 | $38M | 0.5% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC added | 160,080 | $9M | 0.1% | 2026-Q2 |
| Pembroke Management, LTD added | 149,114 | $34M | 0.5% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC added | 136,807 | $31M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 135,699 | $31M | 0.4% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC added | 128,934 | $29M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 127,022 | $29M | 0.4% | 2026-Q2 |
| MONTGOMERY INVESTMENT MANAGEMENT INC trimmed | 122,081 | $28M | 0.4% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 120,327 | $27M | 0.4% | 2026-Q2 |
| KENSICO CAPITAL MANAGEMENT CORP new | 119,600 | $27M | 0.4% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 116,779 | $27M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 110,695 | $25M | 0.4% | 2026-Q2 |
| BAMCO INC /NY/ added | 100,166 | $23M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 96,414 | $22M | 0.3% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 90,000 | $21M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 89,109 | $20M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 87,056 | $20M | 0.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 86,098 | $20M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 85,027 | $19M | 0.3% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE trimmed | 82,533 | $19M | 0.3% | 2026-Q2 |
| Capital International Investors added | 82,232 | $19M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP new | 81,931 | $19M | 0.3% | 2026-Q2 |
| DF DENT & CO INC added | 77,573 | $18M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 77,540 | $18M | 0.3% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 71,699 | $16M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 68,366 | $16M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 67,502 | $15M | 0.2% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 65,478 | $15M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 62,772 | $14M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC added | 62,400 | $14M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 58,080 | $13M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 57,611 | $13M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 57,200 | $13M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 56,002 | $13M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 55,889 | $13M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 53,483 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 53,478 | $12M | 0.2% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 52,500 | $12M | 0.2% | 2026-Q2 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. trimmed | 52,500 | $12M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 50,113 | $11M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 50,000 | $11M | 0.2% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 48,216 | $11M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 47,041 | $11M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 46,831 | $11M | 0.2% | 2026-Q2 |
| Legal Advantage Investments, Inc. | 45,857 | $10M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 45,562 | $10M | 0.2% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 45,422 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 44,898 | $8M | 0.1% | 2026-Q2 |
| WISCONSIN CAPITAL MANAGEMENT LLC added | 41,933 | $10M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 37,536 | $9M | 0.1% | 2026-Q2 |
| Bayberry Capital Partners LP new | 37,400 | $9M | 0.1% | 2026-Q2 |
| Woodline Partners LP trimmed | 36,729 | $8M | 0.1% | 2026-Q2 |
| BRANT POINT INVESTMENT MANAGEMENT LLC trimmed | 33,506 | $8M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,909 | $8M | 0.1% | 2026-Q2 |
| Kendall Capital Management trimmed | 32,190 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.