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Vse Corp

Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 918284100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 11 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 7 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
11
-1 vs last quarter (like-for-like)
Total value held
$475.51M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$36.92M
-7.2% vs last quarter
Net shares bought
-697.9K
Est. net flow -$159.19M
Quarter activity
5 bought · 7 sold
0 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns VSEC?

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Who owns VSEC? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager ↓ Fund Shares Value % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
4 Tom Marsico Marsico Capital Management 136.81K $31.26M 0.8% Added +12.8K +10.3% +$2.93M
7 Ron Baron Baron Capital (BAMCO) 100.17K $22.89M 0.0% Added +25.2K +33.5% +$5.75M
10 Polen Capital Polen Capital Management 29.85K $6.82M 0.1% Reduced -12.2K -29.0% -$2.78M
9 Matthew McLennan First Eagle Investment Management 45.42K $10.38M 0.0% Added +26.5K +140.0% +$6.06M
3 Ken Griffin Citadel Advisors 191.73K $43.81M 0.0% Reduced -349.4K -64.6% -$79.85M
11 Ken Fisher Fisher Asset Management 25.11K $5.74M 0.0% Added +1.8K +7.5% +$402.40K
5 Israel Englander Millennium Management 127.02K $29.02M 0.0% Added +122.3K +2607.8% +$27.95M
1 Henry Ellenbogen Durable Capital Partners 980.31K $224.00M 2.2% Reduced -424.5K -30.2% -$96.99M
6 George Soros Soros Fund Management 120.33K $27.49M 0.4% Reduced -36.9K -23.5% -$8.43M
2 Fred Alger Fred Alger Management 246.71K $56.37M 0.2% Reduced -17.5K -6.6% -$4.01M
8 Chuck Royce Royce & Associates 77.54K $17.72M 0.1% Reduced -39.6K -33.8% -$9.05M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician trades

Politician trades in VSEC

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.