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VSEC — VSE CORP

Reported value held$3.17B
Funds holding (latest)49
SectorConsumer Discretionary
Funds holding (Q2 2026)39
Institutional value$2.91B · 13.26M sh
New / Add / Cut / Exit4 / 16 / 18 / 2
Top-5 / Top-10 concentration62.2% / 79.1%
Institutional holdings change Reducing -4.7% (-654.18K sh)
Institutional value change Up +22.5%

As of Q2 2026, 39 SEC-registered investment managers reported holding VSEC (VSE CORP) in their latest 13F filings, with a combined reported value of $2.91B across 13.26M shares. That is -4.7% by share count (-654.18K shares) versus the previous quarter, while reported value moved +22.5%. Ownership is concentrated: the five largest holders account for 62.2% of reported value and the top ten for 79.1%.

Compared with the prior quarter, 4 opened new positions, 16 added to existing stakes, 18 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

VSEC is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 39 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.63M $1.06B 0.02% Add
UBS Group AG history 840.40K $192.03M 0.03% Reduce
Capital Research Global Investors history 829.20K $189.47M 0.03% Reduce
Geode Capital Management history 807.81K $184.62M 0.01% Add
Capital World Investors history 805.64K $184.09M 0.02% Add
Invesco Ltd history 620.30K $141.74M 0.01% Reduce
Fidelity Management & Research (FMR) history 517.86K $118.33M 0.01% Add
Franklin Resources history 369.88K $84.52M 0.02% Reduce
Northern Trust Corp history 327.74K $74.89M 0.01% Add
Goldman Sachs Group history 314.55K $71.88M 0.01% Reduce
JPMorgan Chase & Co history 296.88K $66.84M 0.01% New
Charles Schwab Investment Management history 291.36K $66.58M 0.01% Reduce
Morgan Stanley history 269.93K $61.68M 0.00% Reduce
Citadel Advisors history 217.73K $49.75M 0.01% Reduce
Fidelity International (FIL) history 195.40K $44.65M 0.03% Hold
BNY Mellon history 193.01K $44.10M 0.01% Add
Bank of America Corp history 175.41K $40.08M 0.00% Add
Principal Global Investors history 135.70K $31.01M 0.01% Reduce
Millennium Management history 127.02K $29.02M 0.01% Add
Soros Fund Management history 120.33K $27.49M 0.38% Reduce
Baron Funds history 100.17K $22.89M 0.06% Add
PSP Investments history 96.41K $22.03M 0.06% Reduce
Royce & Associates history 77.54K $17.72M 0.14% Reduce
Legal & General Investment Management America history 62.77K $14.34M 0.00% Reduce
Wellington Management Group history 57.61K $13.16M 0.00% New
First Eagle Investment Management history 45.42K $10.38M 0.02% Add
Wells Fargo & Co history 32.91K $7.52M 0.00% Add
Polen Capital Management history 29.85K $6.82M 0.06% Reduce
Deutsche Bank AG history 29.68K $6.78M 0.00% Add
Prudential Financial history 29.06K $6.64M 0.01% Reduce
Citigroup Inc history 24.64K $5.63M 0.00% Add
Moore Capital Management history 16.11K $3.68M 0.06% Reduce
Manulife Financial history 14.57K $3.33M 0.00% Add
PNC Financial Services history 8.52K $1.95M 0.00% Add
CPP Investments history 4.90K $1.12M 0.00% New
AQR Capital Management history 4.53K $1.03M 0.00% Reduce
Amundi US history 3.91K $893.21K 0.00% Add
Marshall Wace history 1.20K $274.20K 0.00% New
T. Rowe Price Associates history 531.67K $121.49K 0.01% Reduce

Q1 2026 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.51M $831.04M 0.01% Add
UBS Group AG history 964.50K $177.85M 0.03% Add
Capital Research Global Investors history 936.38K $172.67M 0.03% Reduce
Geode Capital Management history 746.88K $137.75M 0.01% Add
Capital World Investors history 684.78K $126.27M 0.02% Add
Invesco Ltd history 635.89K $117.26M 0.02% Add
Citadel Advisors history 569.58K $105.03M 0.02% Add
Fidelity Management & Research (FMR) history 461.08K $85.02M 0.01% Reduce
Goldman Sachs Group history 398.59K $73.50M 0.01% Add
Franklin Resources history 397.12K $73.23M 0.02% Reduce
Morgan Stanley history 377.89K $69.68M 0.00% Add
Charles Schwab Investment Management history 298.74K $55.09M 0.01% Add
Northern Trust Corp history 287.08K $52.94M 0.01% Add
Fidelity International (FIL) history 195.40K $36.03M 0.03% Reduce
BNY Mellon history 178.43K $32.90M 0.01% Add
Soros Fund Management history 157.20K $28.99M 0.34% Add
Bank of America Corp history 155.24K $28.63M 0.00% Add
Balyasny Asset Management history 141.24K $26.04M 0.04% Add
Principal Global Investors history 140.55K $25.92M 0.01% Add
Royce & Associates history 117.16K $21.60M 0.21% Reduce
PSP Investments history 103.00K $18.99M 0.06% New
Baron Funds history 75.01K $13.83M 0.04% New
Legal & General Investment Management America history 71.35K $13.16M 0.00% Add
Prudential Financial history 56.22K $10.37M 0.01% Add
Moore Capital Management history 44.62K $8.23M 0.17% New
Polen Capital Management history 42.04K $7.75M 0.05% Add
Deutsche Bank AG history 24.43K $4.50M 0.00% Add
First Eagle Investment Management history 18.92K $3.49M 0.01% Reduce
Wells Fargo & Co history 17.86K $3.29M 0.00% Reduce
Manulife Financial history 13.78K $2.54M 0.00% Add
Citigroup Inc history 12.89K $2.38M 0.00% Add
Janus Henderson Group history 12.18K $2.25M 0.00% Add
PNC Financial Services history 8.15K $1.50M 0.00% Add
AQR Capital Management history 4.72K $871.14K 0.00% Add
Millennium Management history 4.69K $865.02K 0.00% New
Amundi US history 3.75K $690.58K 0.00% Add
T. Rowe Price Associates history 1.05M $193.40K 0.02% Add

Q4 2025 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.02M $348.79M 0.01% Add
Vanguard Group history 1.32M $227.30M 0.00% Add
Capital Research Global Investors history 1.30M $224.55M 0.04% Add
Fidelity Management & Research (FMR) history 658.41K $113.75M 0.01% Add
Capital World Investors history 631.39K $109.08M 0.01% Add
Geode Capital Management history 570.81K $98.63M 0.01% Add
Invesco Ltd history 510.12K $88.13M 0.01% Add
UBS Group AG history 502.98K $86.90M 0.01% Add
Franklin Resources history 430.79K $74.43M 0.02% Reduce
JPMorgan Chase & Co history 329.40K $56.91M 0.01% Reduce
Goldman Sachs Group history 310.34K $53.62M 0.01% Add
Fidelity International (FIL) history 235.40K $40.67M 0.03% Hold
Northern Trust Corp history 227.12K $39.24M 0.01% Add
Charles Schwab Investment Management history 224.37K $38.76M 0.01% Add
Morgan Stanley history 201.86K $34.87M 0.00% Add
Citadel Advisors history 151.18K $26.12M 0.00% Add
Bank of America Corp history 129.94K $22.45M 0.00% Add
Royce & Associates history 125.64K $21.71M 0.22% Reduce
BNY Mellon history 98.94K $17.09M 0.00% Add
Balyasny Asset Management history 73.57K $12.71M 0.02% Add
Polen Capital Management history 34.39K $5.94M 0.03% Hold
Wells Fargo & Co history 32.32K $5.58M 0.00% Add
Prudential Financial history 25.57K $4.42M 0.01% Add
Norges Bank Investment Management history 24.90K $4.30M 0.00% New
Legal & General Investment Management America history 22.68K $3.92M 0.00% Add
First Eagle Investment Management history 20.52K $3.55M 0.01% Reduce
Deutsche Bank AG history 18.88K $3.26M 0.00% Add
Citigroup Inc history 12.24K $2.11M 0.00% Reduce
Manulife Financial history 10.79K $1.86M 0.00% Add
Janus Henderson Group history 10.31K $1.78M 0.00% Add
PNC Financial Services history 7.18K $1.24M 0.00% Add
Soros Fund Management history 6.62K $1.14M 0.01% New
AQR Capital Management history 3.88K $670.03K 0.00% Add
Amundi US history 2.10K $362.30K 0.00% New
Principal Global Investors history 1.31K $226.50K 0.00% Reduce
T. Rowe Price Associates history 676.71K $116.92K 0.01% Add
CPP Investments history 200 $34.55K 0.00% New

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.75M $291.42M 0.01% Add
Capital Research Global Investors history 1.18M $195.57M 0.04% Reduce
Vanguard Group history 1.16M $193.23M 0.00% Add
Fidelity Management & Research (FMR) history 550.62K $91.54M 0.01% Reduce
Geode Capital Management history 493.86K $82.11M 0.01% Add
UBS Group AG history 482.30K $80.18M 0.01% Add
Franklin Resources history 456.14K $75.83M 0.02% Reduce
JPMorgan Chase & Co history 358.33K $59.57M 0.01% Add
Capital World Investors history 333.94K $55.51M 0.01% Add
Fidelity International (FIL) history 235.40K $39.13M 0.03% Hold
Northern Trust Corp history 217.09K $36.09M 0.01% Add
Goldman Sachs Group history 210.52K $35.00M 0.00% Reduce
Charles Schwab Investment Management history 207.22K $34.45M 0.01% Add
Morgan Stanley history 179.77K $29.88M 0.00% Reduce
Royce & Associates history 177.89K $29.57M 0.29% Add
Invesco Ltd history 96.05K $15.97M 0.00% Add
Bank of America Corp history 94.97K $15.79M 0.00% Reduce
BNY Mellon history 87.63K $14.57M 0.00% Hold
Balyasny Asset Management history 64.33K $10.69M 0.01% New
Polen Capital Management history 34.42K $5.72M 0.02% Reduce
First Eagle Investment Management history 27.77K $4.62M 0.01% Reduce
Citadel Advisors history 26.31K $4.37M 0.00% Reduce
Legal & General Investment Management America history 21.39K $3.56M 0.00% Reduce
Wells Fargo & Co history 17.45K $2.90M 0.00% Add
Deutsche Bank AG history 16.58K $2.76M 0.00% Add
Citigroup Inc history 14.43K $2.40M 0.00% Add
Manulife Financial history 9.80K $1.63M 0.00% Reduce
Janus Henderson Group history 8.79K $1.46M 0.00% Add
PNC Financial Services history 7.12K $1.18M 0.00% Hold
Prudential Financial history 4.47K $743.42K 0.00% Add
Millennium Management history 3.88K $645.18K 0.00% Reduce
AQR Capital Management history 3.10K $515.18K 0.00% Add
Principal Global Investors history 1.52K $253.35K 0.00% New
T. Rowe Price Associates history 498.70K $82.91K 0.01% Add

Q2 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Capital Research Global Investors history 1.66M $216.97M 0.04% Hold
BlackRock Inc history 1.43M $187.43M 0.00% Add
Vanguard Group history 1.12M $146.97M 0.00% Add
Fidelity Management & Research (FMR) history 688.57K $90.19M 0.01% Reduce
Franklin Resources history 482.24K $63.16M 0.02% Add
Geode Capital Management history 463.06K $60.66M 0.00% Add
Goldman Sachs Group history 287.13K $37.61M 0.01% Reduce
UBS Group AG history 257.71K $33.76M 0.01% Reduce
Fidelity International (FIL) history 235.40K $30.83M 0.03% Hold
Northern Trust Corp history 213.76K $28.00M 0.00% Reduce
Charles Schwab Investment Management history 195.70K $25.63M 0.00% Hold
Morgan Stanley history 193.68K $25.37M 0.00% Add
Royce & Associates history 169.35K $22.18M 0.23% Reduce
Capital World Investors history 120.05K $15.72M 0.00% New
Bank of America Corp history 108.27K $14.18M 0.00% Reduce
Invesco Ltd history 93.85K $12.29M 0.00% Reduce
BNY Mellon history 87.62K $11.48M 0.00% Add
Citadel Advisors history 46.68K $6.11M 0.00% Add
Polen Capital Management history 39.58K $5.18M 0.02% New
First Eagle Investment Management history 35.67K $4.67M 0.01% Reduce
Millennium Management history 31.41K $4.11M 0.00% Add
Marshall Wace history 23.64K $3.10M 0.00% Add
Legal & General Investment Management America history 21.89K $2.87M 0.00% Add
Point72 Asset Management history 20.51K $2.69M 0.01% New
JPMorgan Chase & Co history 20.00K $2.62M 0.00% Add
Wells Fargo & Co history 14.78K $1.94M 0.00% Add
Deutsche Bank AG history 14.57K $1.91M 0.00% Add
Citigroup Inc history 11.03K $1.44M 0.00% Reduce
Manulife Financial history 10.25K $1.34M 0.00% Add
Janus Henderson Group history 8.04K $1.05M 0.00% Add
PNC Financial Services history 7.14K $935.61K 0.00% Reduce
Prudential Financial history 2.51K $308.32K 0.00% New
AQR Capital Management history 2.03K $265.63K 0.00% Reduce
T. Rowe Price Associates history 18.84K $2.47K 0.00% Add

Q1 2025 — 33 funds

FundSharesValuePortfolio WeightChange
Capital Research Global Investors history 1.66M $198.77M 0.04% Reduce
Fidelity Management & Research (FMR) history 1.52M $182.30M 0.01% Reduce
BlackRock Inc history 1.39M $166.53M 0.00% Reduce
Vanguard Group history 1.08M $129.71M 0.00% Add
Geode Capital Management history 433.01K $51.97M 0.00% Add
Franklin Resources history 384.03K $46.08M 0.01% Add
Goldman Sachs Group history 346.39K $41.56M 0.01% Add
UBS Group AG history 311.33K $37.36M 0.01% Hold
Fidelity International (FIL) history 235.40K $28.25M 0.03% Reduce
Northern Trust Corp history 227.01K $27.24M 0.00% Add
Royce & Associates history 206.40K $24.77M 0.27% Reduce
Charles Schwab Investment Management history 194.88K $23.38M 0.00% Add
Bank of America Corp history 140.34K $16.84M 0.00% Add
Morgan Stanley history 136.03K $16.32M 0.00% Reduce
Invesco Ltd history 115.27K $13.83M 0.00% Reduce
BNY Mellon history 80.72K $9.69M 0.00% Hold
First Eagle Investment Management history 54.22K $6.51M 0.01% Reduce
Marshall Wace history 20.29K $2.43M 0.00% Add
Legal & General Investment Management America history 17.43K $2.09M 0.00% Add
JPMorgan Chase & Co history 16.59K $1.99M 0.00% Reduce
Citigroup Inc history 14.68K $1.76M 0.00% Reduce
Wells Fargo & Co history 13.85K $1.66M 0.00% Add
Deutsche Bank AG history 12.36K $1.48M 0.00% Reduce
Manulife Financial history 10.01K $1.20M 0.00% Add
Citadel Advisors history 9.90K $1.19M 0.00% Reduce
Balyasny Asset Management history 9.74K $1.17M 0.00% New
PNC Financial Services history 7.71K $925.25K 0.00% Add
Janus Henderson Group history 7.61K $888.02K 0.00% Hold
Two Sigma Investments history 6.20K $743.94K 0.00% Reduce
Millennium Management history 5.09K $610.99K 0.00% New
AQR Capital Management history 2.06K $247.18K 0.00% New
CPP Investments history 600 $71.99K 0.00% New
T. Rowe Price Associates history 16.19K $1.94K 0.00% Add

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 4.63M 4.51M 2.02M 1.75M 1.43M 1.39M 1.42M 1.26M — — — — — — — — — — — —
UBS Group AG 840.40K 964.50K 502.98K 482.30K 257.71K 311.33K 311.70K 39.66K 36.73K 25.44K 516 1.86K 6.42K 3.95K 4.62K 320 870 2.74K 4.38K 547
Capital Research Global Investors 829.20K 936.38K 1.30M 1.18M 1.66M 1.66M 1.79M 1.54M 1.54M 1.02M — — — — — — — — — —
Geode Capital Management 807.81K 746.88K 570.81K 493.86K 463.06K 433.01K 418.64K 382.72K 340.08K 300.60K 290.69K 272.93K 214.66K 207.93K 202.55K 193.21K 191.64K 182.97K 178.46K 176.08K
Capital World Investors 805.64K 684.78K 631.39K 333.94K 120.05K — — — — — — — — — — — — — — —
Invesco Ltd 620.30K 635.89K 510.12K 96.05K 93.85K 115.27K 116.48K 105.06K 90.35K 70.47K 75.35K 73.54K 66.51K 62.05K 71.35K 62.57K 120.99K 111.93K 84.78K 60.01K
Fidelity Management & Research (FMR) 517.86K 461.08K 658.41K 550.62K 688.57K 1.52M 1.68M 2.32M 2.33M 2.37M 2.36M 2.28M 1.93M 1.93M 1.91M 1.79M 1.77M 1.77M 1.83M 1.82M
Franklin Resources 369.88K 397.12K 430.79K 456.14K 482.24K 384.03K 349.96K 325.12K 146.69K — 5.05K 5.05K 5.05K — — — — — — —
Northern Trust Corp 327.74K 287.08K 227.12K 217.09K 213.76K 227.01K 203.32K 144.56K 126.98K 125.09K 126.12K 122.76K 103.85K 101.81K 103.62K 98.88K 100.05K 100.59K 103.72K 104.54K
Goldman Sachs Group 314.55K 398.59K 310.34K 210.52K 287.13K 346.39K 313.90K 81.90K 45.72K 19.62K 22.50K 26.68K 22.02K 15.80K 9.59K 9.69K 9.69K 20.48K 12.99K 15.20K
JPMorgan Chase & Co 296.88K — 329.40K 358.33K 20.00K 16.59K 70.56K 7.02K 5.96K 5.16K 8.68K 8.76K 10.32K 346 6.40K 5.97K 5.67K 4.99K 9.67K 3.92K
Charles Schwab Investment Management 291.36K 298.74K 224.37K 207.22K 195.70K 194.88K 188.27K 163.31K 143.20K 118.99K 106.23K 99.78K 79.83K 78.95K 78.51K 75.12K 74.55K 76.59K 73.45K 72.47K
Morgan Stanley 269.93K 377.89K 201.86K 179.77K 193.68K 136.03K 144.47K 185.02K 135.20K 97.62K 103.94K 70.57K 61.70K 58.47K 57.96K 24.83K 24.82K 23.21K 21.71K 20.77K
Citadel Advisors 217.73K 569.58K 151.18K 26.31K 46.68K 9.90K 39.84K 11.60K — 5.09K 22.50K 43.00K 18.57K 28.63K 32.18K 19.51K 30.96K 24.93K 10.33K 5.35K
Fidelity International (FIL) 195.40K 195.40K 235.40K 235.40K 235.40K 235.40K 260.40K 563.17K 563.17K 505.17K 605.17K 605.17K 506.17K 506.17K 507.01K 507.01K 507.01K 507.01K 507.01K 507.01K
BNY Mellon 193.01K 178.43K 98.94K 87.63K 87.62K 80.72K 80.97K 78.54K 84.99K 76.80K 80.59K 89.37K 81.72K 81.19K 83.12K 75.07K 76.06K 83.82K 84.52K 97.72K
Bank of America Corp 175.41K 155.24K 129.94K 94.97K 108.27K 140.34K 74.57K 77.56K 69.92K 27.68K 15.01K 10.41K 6.94K 10.02K 7.79K 3.39K 6.37K 12.74K 9.54K 6.04K
Principal Global Investors 135.70K 140.55K 1.31K 1.52K — — 13.30K 22.07K 20.83K 20.92K 19.88K — — — — — — — — —
Millennium Management 127.02K 4.69K — 3.88K 31.41K 5.09K — 39.94K — — — — — — — 21.18K 25.62K — — —
Soros Fund Management 120.33K 157.20K 6.62K — — — — — — — — — — — — — — — — —

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