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VSEE — VSEE HEALTH INC

Reported value held$46.82K
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)5
Institutional value$34.80K · 300.96K sh
New / Add / Cut / Exit3 / 0 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -36.3% (-171.79K sh)
Institutional value change Down -70.6%

As of Q2 2026, 5 SEC-registered investment managers reported holding VSEE (VSEE HEALTH INC) in their latest 13F filings, with a combined reported value of $34.80K across 300.96K shares. That is -36.3% by share count (-171.79K shares) versus the previous quarter, while reported value moved -70.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

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 — 5 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 207.08K $23.94K 0.00% Reduce
Citadel Advisors history 33.56K $3.88K 0.00% New
Northern Trust Corp history 27.37K $3.16K 0.00% New
UBS Group AG history 18.02K $2.09K 0.00% Reduce
Goldman Sachs Group history 14.93K $1.73K 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 437.60K $109.40K 0.00% Add
UBS Group AG history 35.16K $8.79K 0.00% Add

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 79.44K $29.74K 0.00% Hold
UBS Group AG history 27.30K $10.21K 0.00% Add
Vanguard Group history 11.96K $4.47K 0.00% Hold
Bank of America Corp history 67 $25 0.00% Reduce

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 79.44K $49.43K 0.00% Add
Vanguard Group history 11.96K $7.44K 0.00% New
UBS Group AG history 1.46K $892 0.00% Reduce
Bank of America Corp history 78 $48 0.00% Add

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 78.10K $90.59K 0.00% Add
UBS Group AG history 52.51K $60.91K 0.00% Reduce
Morgan Stanley history 4.00K $4.64K 0.00% Hold
Citigroup Inc history 2.49K $2.89K 0.00% New
Bank of America Corp history 55 $64 0.00% Add

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 90.15K $108.18K 0.00% Add
Geode Capital Management history 76.45K $91.73K 0.00% Add
Citadel Advisors history 15.65K $18.79K 0.00% Reduce
Morgan Stanley history 4.00K $4.80K 0.00% Hold
Bank of America Corp history 50 $60 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Geode Capital Management 207.08K 437.60K 79.44K 79.44K 78.10K 76.45K 67.55K 43.30K
Citadel Advisors 33.56K — — — — 15.65K 23.89K —
Northern Trust Corp 27.37K — — — — — — —
UBS Group AG 18.02K 35.16K 27.30K 1.46K 52.51K 90.15K 59.53K 8.66K
Goldman Sachs Group 14.93K — — — — — — —
Bank of America Corp — — 67 78 55 50 49 46
Vanguard Group — — 11.96K 11.96K — — — —
Morgan Stanley — — — — 4.00K 4.00K 4.00K —
Citigroup Inc — — — — 2.49K — — —

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