Vault-13

VSE CORP VSEC

COM · Common Stock · CUSIP 918284100 · ISIN US9182841000

American diversified services company

139 institutional holders +12 vs Q1 2024
16,987,69517.0m shares reported held*
92.2% of all shares outstanding*
$1.5bnreported value*
27 new 57 added 28 reduced 17 sold out net bought ≈ $318.6m (+3.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.7m this quarter). Holder counts are more reliable. Shares outstanding: 18.4m as of 2024-07-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $88.28. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 93Q4 22: 86Q1 23: 93Q2 23: 101Q3 23: 114Q4 23: 126Q1 24: 127Q2 24: 139139Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202293
Q4 202286
Q1 202393
Q2 2023101
Q3 2023114
Q4 2023126
Q1 2024127
Q2 2024139

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 37 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 49 bought or addedQ1 23: 33 cut or sold outQ2 23: 52 bought or addedQ2 23: 34 cut or sold outQ2 23Q3 23: 73 bought or addedQ3 23: 30 cut or sold outQ4 23: 62 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 53 bought or addedQ1 24: 65 cut or sold outQ2 24: 84 bought or addedQ2 24: 45 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223740
Q1 20234933
Q2 20235234
Q3 20237330
Q4 20236246
Q1 20245365
Q2 20248445

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 23 calls: $4.1mQ3 23 puts: $6.7mQ3 23P/C 1.63Q4 23 calls: $975.6kQ4 23 puts: $1.3mQ4 23P/C 1.35Q1 24 calls: $392.0kQ1 24 puts: $904.0kQ1 24P/C 2.31Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —
Numbers
QuarterCallsPutsP/C
Q3 2023$4.1m$6.7m1.63
Q4 2023$975.6k$1.3m1.35
Q1 2024$392.0k$904.0k2.31
Q2 2024$0$0—

Biggest buyers

AltraVue Capital, LLC New +547,608+547.6k
Capital Research Global Investors Added +515,110+515.1k
LORD, ABBETT & CO. LLC New +358,972+359.0k
Durable Capital Partners LP New +305,860+305.9k
Ophir Asset Management Pty Ltd New +259,890+259.9k
JENNISON ASSOCIATES LLC Added +232,541+232.5k
Zimmer Partners, LP New +175,000+175.0k
VOYA INVESTMENT MANAGEMENT LLC Added +168,687+168.7k
FRANKLIN RESOURCES INC New +146,686+146.7k
VANGUARD GROUP INC Added +134,451+134.5k

Biggest sellers

MORGAN STANLEY Reduced -157,647-157.6k
AYAL Capital Advisors Ltd Sold out -88,573-88.6k
T. Rowe Price Investment Management, Inc. Reduced -79,188-79.2k
PEREGRINE CAPITAL MANAGEMENT LLC Sold out -78,735-78.7k
Juniper Investment Company, LLC Reduced -52,470-52.5k
FMR LLC Reduced -35,762-35.8k
Legal Advantage Investments, Inc. Reduced -29,225-29.2k
BRANT POINT INVESTMENT MANAGEMENT LLC Reduced -28,309-28.3k
SEI INVESTMENTS CO Reduced -22,375-22.4k
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC Reduced -22,162-22.2k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +7.2 pts · filed 2026-04-07 15.5% +7.2 pts 4.3m≈ $992.7m 2026-04-07
T. Rowe Price Investment Management, Inc. 13G · institution -1.5 pts · filed 2026-08-14 8.2% -1.5 pts 2.3m≈ $531.8m 2026-08-14
STATE STREET CORP 13G · institution new · filed 2026-05-12 6.7% new 1.9m≈ $428.4m 2026-05-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.2% new 1.5m≈ $332.3m 2026-07-31

Fell to 5% or below in the last year: Durable Capital Partners LP (3.5%, 2026-08-14), Capital Research Global Investors (3.3%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—1$111.3k—
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 2,329,5992.3m $205.7m $205.7m 0.01% Reduced -35.8k -35,762
2 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 1,535,3951.5m $135.5m $135.5m 0.03% Added +515.1k +515,110
3 T. Rowe Price Investment Management, Inc. 0.08% of their portfolio BALTIMORE, MD 1,364,4281.4m $120.5m $120.5m 0.08% Reduced -79.2k -79,188
4 BlackRock Inc. 0.00% of their portfolio New York, NY 1,102,7411.1m $97.3m $97.3m 0.00% Added +121.1k +121,072
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 859,132859.1k $75.8m $75.8m 0.00% Added +134.5k +134,451
6 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 822,784822.8k $72.6m $72.6m 0.02% Added +15.3k +15,323
7 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 793,938793.9k $70.1m $70.1m 0.04% Added +232.5k +232,541
8 FIL Ltd 0.05% of their portfolio HAMILTON, D0 563,168563.2k $49.7m $49.7m 0.05% Added +58.0k +58,000
9 AltraVue Capital, LLC 4.80% of their portfolio BELLEVUE, WA 547,608547.6k $48.3m $48.3m 4.80% New
10 ROYCE & ASSOCIATES LP 0.31% of their portfolio New York, NY 372,893372.9k $32.9m $32.9m 0.31% Reduced -17.4k -17,446
11 LORD, ABBETT & CO. LLC 0.05% of their portfolio JERSEY CITY, NJ 358,972359.0k $31.7m $31.7m 0.05% New
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 340,082340.1k $30.0m $30.0m 0.00% Added +39.5k +39,480
13 Juniper Investment Company, LLC 13.20% of their portfolio NEW YORK, NY 311,859311.9k $27.5m $27.5m 13.20% Reduced -52.5k -52,470
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 307,899307.9k $27.2m $27.2m 0.00% Added +26.9k +26,888
15 Durable Capital Partners LP 0.22% of their portfolio Bethesda, MD 305,860305.9k $27.0m $27.0m 0.22% New
16 Broad Bay Capital Management, LP 3.34% of their portfolio New York, NY 276,500276.5k $24.4m $24.4m 3.34% Added +66.5k +66,500
17 GW&K Investment Management, LLC 0.22% of their portfolio BOSTON, MA 268,851268.9k $23.7m $23.7m 0.22% Added +18.4k +18,382
18 Ophir Asset Management Pty Ltd 4.07% of their portfolio SYDNEY, C3 259,890259.9k $22.9m $22.9m 4.07% New
19 MONTGOMERY INVESTMENT MANAGEMENT INC 7.81% of their portfolio ROCKVILLE, MD 223,454223.5k $19.7m $19.7m 7.81% Reduced -700 -700
20 Zimmer Partners, LP 0.29% of their portfolio NEW YORK, NY 175,000175.0k $15.4m $15.4m 0.29% New
21 VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ATLANTA, GA 172,976173.0k $15.3m $15.3m 0.02% Added +168.7k +168,687
22 Stephens Investment Management Group LLC 0.21% of their portfolio LITTLE ROCK, AR 172,627172.6k $15.2m $15.2m 0.21% Added +76.1k +76,133
23 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 170,379170.4k $15.0m $15.0m 0.02% Added +15.0k +15,000
24 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 146,686146.7k $12.9m $12.9m 0.00% New
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 143,196143.2k $12.6m $12.6m 0.00% Added +24.2k +24,206
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 135,204135.2k $11.9m $11.9m 0.00% Reduced -157.6k -157,647
27 Legal Advantage Investments, Inc. 6.84% of their portfolio Los Altos Hills, CA 134,538134.5k $11.9m $11.9m 6.84% Reduced -29.2k -29,225
28 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 128,807128.8k $11.4m $11.4m 0.02% Added +38.6k +38,555
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 126,981127.0k $11.2m $11.2m 0.00% Added +1.9k +1,887
30 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 121,922121.9k $10.8m $10.8m 0.02% Reduced -700 -700
31 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 116,968117.0k $10.3m $10.3m 0.02% New
32 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio NEW YORK, NY 110,636110.6k $9.8m $9.8m 0.07% Added +72.2k +72,236
33 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.10% of their portfolio New York, NY 108,210108.2k $9.6m $9.6m 0.10% Reduced -22.2k -22,162
34 HENNESSY ADVISORS INC 0.36% of their portfolio NOVATO, CA 106,346106.3k $9.4m $9.4m 0.36% New
35 Kendall Capital Management 2.93% of their portfolio ROCKVILLE, MD 99,65099.7k $8.8m $8.8m 2.93% Reduced -9.0k -9,000
36 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 90,34690.3k $8.0m $8.0m 0.00% Added +19.9k +19,875
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 84,98785.0k $7.5m $7.5m 0.00% Added +8.2k +8,190
38 Alyeska Investment Group, L.P. 0.04% of their portfolio CHICAGO, IL 75,00075.0k $6.6m $6.6m 0.04% New
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 69,91969.9k $6.2m $6.2m 0.00% Added +42.2k +42,241
40 OBERWEIS ASSET MANAGEMENT INC/ 0.36% of their portfolio LISLE, IL 66,30066.3k $5.9m $5.9m 0.36% Unchanged
41 KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio ST LOUIS, MO 62,74262.7k $5.5m $5.5m 0.12% Reduced -250 -250
42 Bragg Financial Advisors, Inc 0.24% of their portfolio CHARLOTTE, NC 60,27560.3k $5.3m $5.3m 0.24% Added +289 +289
43 ArrowMark Colorado Holdings LLC 0.06% of their portfolio Denver, CO 60,00060.0k $5.3m $5.3m 0.06% Unchanged
44 BRANT POINT INVESTMENT MANAGEMENT LLC 1.24% of their portfolio New York, NY 59,82159.8k $5.3m $5.3m 1.24% Reduced -28.3k -28,309
45 Keeley-Teton Advisors, LLC 0.60% of their portfolio Chicago, IL 53,14253.1k $4.7m $4.7m 0.60% Added +10.4k +10,384
46 Lisanti Capital Growth, LLC 1.08% of their portfolio NEW YORK, NY 50,94050.9k $4.5m $4.5m 1.08% Added +6.4k +6,370
47 WISCONSIN CAPITAL MANAGEMENT LLC 2.27% of their portfolio MADISON, WI 50,65050.6k $4.5m $4.5m 2.27% Added +10.8k +10,850
48 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 50,14850.1k $4.4m $4.4m 0.00% Added +2.4k +2,366
49 Ghisallo Capital Management LLC 0.38% of their portfolio BOSTON, MA 50,00050.0k $4.4m $4.4m 0.38% New
50 Legato Capital Management LLC 0.57% of their portfolio San Francisco, CA 48,31048.3k $4.3m $4.3m 0.57% Added +42.0k +41,960
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,72145.7k $4.0m $4.0m 0.00% Added +26.1k +26,098
52 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 44,85544.9k $4.0m $4.0m 0.00% Added +6.6k +6,640
53 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 43,68043.7k $3.9m $3.9m 0.01% Added +38.4k +38,373
54 Woodline Partners LP 0.04% of their portfolio San Francisco, CA 42,14842.1k $3.7m $3.7m 0.04% New
55 Monashee Investment Management LLC 0.47% of their portfolio Boston, MA 40,86840.9k $3.6m $3.6m 0.47% New
56 BANTAMAC CAPITAL, LLC 2.12% of their portfolio CHICAGO, IL 40,10940.1k $3.5m $3.5m 2.12% Added +12.3k +12,312
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,73436.7k $3.2m $3.2m 0.00% Added +11.3k +11,296
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 31,87831.9k $2.8m $2.8m 0.00% Added +5.5k +5,500
59 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 31,43131.4k $2.8m $2.8m 0.01% Added +14.6k +14,586
60 Polar Asset Management Partners Inc. 0.06% of their portfolio TORONTO, A6 28,60028.6k $2.5m $2.5m 0.06% New
61 Hendershot Investments Inc. 0.33% of their portfolio CENTREVILLE, VA 25,82325.8k $2.3m $2.3m 0.33% Reduced -3.3k -3,279
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 25,58825.6k $2.3m $2.3m 0.00% Added +16.7k +16,737
63 K.J. Harrison & Partners Inc 0.35% of their portfolio TORONTO, A6 24,30024.3k $2.1m $2.1m 0.35% New
64 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 23,82823.8k $2.1m $2.1m 0.00% Reduced -5.3k -5,274
65 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 22,97123.0k $2.0m $2.0m 0.01% Added +16.4k +16,418
66 Millrace Asset Group, Inc. 1.92% of their portfolio BERWYN, PA 22,40822.4k $2.0m $2.0m 1.92% New
67 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 22,23422.2k $2.0m $2.0m 0.00% Reduced -1.2k -1,219
68 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 21,98622.0k $1.9m $1.9m 0.01% Unchanged
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 21,70621.7k $1.9m $1.9m 0.00% Added +1.6k +1,650
70 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 20,99321.0k $1.9m $1.9m 0.00% Added +17.3k +17,349
71 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 20,83120.8k $1.8m $1.8m 0.00% Reduced -85 -85
72 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 20,00020.0k $1.8m $1.8m 0.01% New
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,04918.0k $1.6m $1.6m 0.00% Added +901 +901
74 North Star Investment Management Corp. 0.11% of their portfolio CHICAGO, IL 17,50017.5k $1.5m $1.5m 0.11% Reduced -2.3k -2,329
75 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,11017.1k $1.5m $1.5m 0.00% Reduced -204 -204
76 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,95417.0k $1.5m $1.5m 0.00% Added +8.1k +8,056
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 15,58015.6k $1.4m $1.4m 0.00% Added +2.2k +2,226
78 Boston Partners 0.00% of their portfolio BOSTON, MA 14,76614.8k $1.3m $1.3m 0.00% Added +7.8k +7,845
79 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 13,19013.2k $1.2m $1.2m 0.00% Unchanged
80 Legal & General Group Plc 0.00% of their portfolio London, X0 13,14513.1k $1.2m $1.2m 0.00% Added +1.2k +1,219
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,92611.9k $1.1m $1.1m 0.00% Added +1.6k +1,614
82 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 11,90211.9k $1.1m $1.1m 0.00% Reduced -451 -451
83 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 11,80011.8k $1.0m $1.0m 0.00% Reduced -3.2k -3,200
84 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 10,10410.1k $892.0k $892.0k 0.00% New
85 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 7,9578.0k $702.4k $702.4k 0.00% Reduced -22.4k -22,375
86 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,7247.7k $681.9k $681.9k 0.00% Added +992 +992
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,6377.6k $674.0k $674.0k 0.00% Added +958 +958
88 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 7,6127.6k $672.3k $672.3k 0.00% Reduced -69 -69
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,5847.6k $669.5k $669.5k 0.00% Added +1.5k +1,469
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,4567.5k $658.2k $658.2k 0.00% Reduced -500 -500
91 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 7,3487.3k $648.7k $648.7k 0.00% First filing
92 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,8436.8k $605.0k $605.0k 0.00% Added +597 +597
93 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 6,5256.5k $576.0k $576.0k 0.01% Unchanged
94 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,5086.5k $574.5k $574.5k 0.00% First filing
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,1836.2k $545.8k $545.8k 0.00% Added +3.7k +3,658
96 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 5,5745.6k $492.1k $492.1k 0.00% Added +1.7k +1,655
97 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 5,5445.5k $489.4k $489.4k 0.00% Added +449 +449
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 5,2505.2k $463.5k $463.5k 0.00% Added +320 +320
99 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0265.0k $443.7k $443.7k 0.00% Reduced -6.8k -6,830
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,6744.7k $412.6k $412.6k 0.00% Reduced -591 -591