VSE CORP VSEC
COM · Common Stock · CUSIP 918284100 · ISIN US9182841000
American diversified services company
- SectorIndustrials
- IndustryServices-Engineering Services
- HeadquartersMiramar, FL
- Founded1959
- Websitevsecorp.com
- FilingsSEC EDGAR
* 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 ($20.2m this quarter). Holder counts are more reliable. Shares outstanding: 28.1m as of 2026-07-31, 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 ≈ $227.95. Options: 6 managers hold calls ($13.3m notional), 7 hold puts ($22.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 93 |
| Q4 2022 | 86 |
| Q1 2023 | 93 |
| Q2 2023 | 101 |
| Q3 2023 | 114 |
| Q4 2023 | 126 |
| Q1 2024 | 127 |
| Q2 2024 | 139 |
| Q3 2024 | 149 |
| Q4 2024 | 183 |
| Q1 2025 | 205 |
| Q2 2025 | 238 |
| Q3 2025 | 251 |
| Q4 2025 | 269 |
| Q1 2026 | 356 |
| Q2 2026 | 382 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 77 | 43 |
| Q4 2024 | 112 | 52 |
| Q1 2025 | 122 | 72 |
| Q2 2025 | 136 | 91 |
| Q3 2025 | 116 | 127 |
| Q4 2025 | 167 | 93 |
| Q1 2026 | 248 | 96 |
| Q2 2026 | 218 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $13.0m | $1.4m | 0.11 |
| Q4 2025 | $2.9m | $1.5m | 0.52 |
| Q1 2026 | $10.6m | $16.8m | 1.59 |
| Q2 2026 | $13.3m | $22.1m | 1.67 |
Biggest buyers
| DENDUR CAPITAL LP | Added | +342.4k |
| Pembroke Management, LTD | Added | +249.3k |
| STATE STREET CORP | Added | +186.3k |
| SG Capital Management LLC | New | +183.1k |
| SAMLYN CAPITAL, LLC | Added | +171.7k |
| BlackRock, Inc. | Added | +124.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +122.3k |
| Capital World Investors | Added | +120.9k |
| KENSICO CAPITAL MANAGEMENT CORP | New | +119.6k |
| Freestone Grove Partners LP | New | +81.9k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -517.1k |
| Durable Capital Partners LP | Reduced | -424.5k |
| T. Rowe Price Investment Management, Inc. | Reduced | -411.0k |
| Driehaus Capital Management LLC | Reduced | -392.4k |
| CITADEL ADVISORS LLC | Reduced | -349.4k |
| Zimmer Partners, LP | Sold out | -160.5k |
| Balyasny Asset Management L.P. | Sold out | -141.2k |
| UBS Group AG | Reduced | -140.0k |
| Artisan Partners Limited Partnership | Reduced | -111.5k |
| MORGAN STANLEY | Reduced | -108.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.9m25.7k shares |
| CITADEL ADVISORS LLC | Added | $3.5m15.1k shares |
| JANE STREET GROUP, LLC | Added | $2.6m11.3k shares |
| IMC-Chicago, LLC | New | $1.1m4.7k shares |
| Squarepoint Ops LLC | New | $205.7k900 shares |
| SIMPLEX TRADING, LLC | Reduced | $68.5k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.6m46.5k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | Reduced | $3.9m170 shares |
| UBS Group AG | New | $3.6m15.9k shares |
| CITADEL ADVISORS LLC | Reduced | $2.5m10.9k shares |
| IMC-Chicago, LLC | New | $959.7k4.2k shares |
| JANE STREET GROUP, LLC | Reduced | $457.0k2.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.9k100 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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +7.2 pts · filed 2026-04-07 | 15.5% |
| T. Rowe Price Investment Management, Inc. 13G · institution -1.5 pts · filed 2026-08-14 | 8.2% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 6.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.2% |
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 since 1 Apr 2026
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $371.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $1.3m | — |
| Q3 2026 | 0 | — | 1 | $4.5m | $4.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | CUOMO JOHN A CEO and President, director | Sold plan | $293.6k1.6k shares |
| 2026-08-17 | CUOMO JOHN A CEO and President, director | Sold plan | $4.2m17.5k shares |
| 2026-06-12 | Thomas Benjamin E. Chief Operating Officer | Sold | $1.3m6.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.6m $1.1bn | Added +124.3k |
| T. Rowe Price Investment Management, Inc. 0.31% of their portfolio | 2.1m $479.9m | Reduced -411.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $471.0m | Added +186.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.2m $283.8m | Added +63.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.0m $235.0m | Added +77.6k |
| Durable Capital Partners LP 2.18% of their portfolio | 980.3k $224.0m | Reduced -424.5k |
| Capital Research Global Investors 0.03% of their portfolio | 829.2k $189.5m | Reduced -107.2k |
| UBS Group AG 0.03% of their portfolio | 824.5k $188.4m | Reduced -140.0k |
| DENDUR CAPITAL LP 10.98% of their portfolio | 821.4k $187.7m | Added +342.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 807.8k $184.6m | Added +60.9k |
| Capital World Investors 0.02% of their portfolio | 805.6k $184.1m | Added +120.9k |
| SAMLYN CAPITAL, LLC 2.45% of their portfolio | 647.2k $147.9m | Added +171.7k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 631.5k $144.3m | Reduced -39.5k |
| Invesco Ltd. 0.01% of their portfolio | 620.3k $141.7m | Reduced -15.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.35% of their portfolio | 556.3k $127.1m | Added +6.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 531.7k $121.5m | Reduced -517.1k |
| FMR LLC 0.01% of their portfolio | 517.9k $118.3m | Added +56.8k |
| AltraVue Capital, LLC 8.47% of their portfolio | 514.2k $117.5m | Reduced -10.6k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 478.1k $109.2m | Added +26.9k |
| Artisan Partners Limited Partnership 0.17% of their portfolio | 453.4k $103.6m | Reduced -111.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 446.7k $102.1m | Added +16.7k |
| JENNISON ASSOCIATES LLC 0.05% of their portfolio | 390.3k $89.2m | Reduced -94.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 369.9k $84.5m | Reduced -27.2k |
| Allianz Asset Management GmbH 0.07% of their portfolio | 359.9k $66.4m | Unchanged |
| Hood River Capital Management LLC 0.55% of their portfolio | 330.2k $75.4m | Added +24.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 327.7k $74.9m | Added +40.7k |
| EMERALD ADVISERS, LLC 1.74% of their portfolio | 323.2k $73.8m | Added +8.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 314.6k $71.9m | Reduced -84.0k |
| Pembroke Management, LTD 4.83% of their portfolio | 298.2k $68.1m | Added +249.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 296.9k $66.8m | Reduced -47.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 291.4k $66.6m | Reduced -7.4k |
| Stephens Investment Management Group LLC 0.69% of their portfolio | 280.3k $64.1m | Added +6.6k |
| MORGAN STANLEY 0.00% of their portfolio | 269.9k $61.7m | Reduced -108.0k |
| FRED ALGER MANAGEMENT, LLC 0.19% of their portfolio | 246.7k $56.4m | Reduced -17.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 246.4k $56.3m | Reduced -18.3k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 216.6k $49.5m | Reduced -25.8k |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 211.0k $48.2m | Added +41.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 210.2k $48.0m | Reduced -62.3k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.68% of their portfolio | 209.6k $47.9m | Added +13.7k |
| FIL Ltd 0.03% of their portfolio | 195.4k $44.6m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 193.0k $44.1m | Added +14.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 191.7k $43.8m | Reduced -349.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 187.2k $42.8m | Reduced -7.9k |
| SG Capital Management LLC 3.79% of their portfolio | 183.1k $41.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 175.4k $40.1m | Added +20.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 165.7k $37.9m | Added +36.5k |
| MARSICO CAPITAL MANAGEMENT LLC 0.82% of their portfolio | 136.8k $31.3m | Added +12.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 135.7k $31.0m | Reduced -4.8k |
| AMERICAN CAPITAL MANAGEMENT INC 1.32% of their portfolio | 128.9k $29.5m | Added +44.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 127.0k $29.0m | Added +122.3k |
| MONTGOMERY INVESTMENT MANAGEMENT INC 8.47% of their portfolio | 122.1k $27.9m | Reduced -1.6k |
| SOROS FUND MANAGEMENT LLC 0.36% of their portfolio | 120.3k $27.5m | Reduced -36.9k |
| KENSICO CAPITAL MANAGEMENT CORP 0.47% of their portfolio | 119.6k $27.3m | New |
| Driehaus Capital Management LLC 0.15% of their portfolio | 116.8k $26.7m | Reduced -392.4k |
| Nuveen, LLC 0.01% of their portfolio | 110.7k $25.3m | Added +26.4k |
| BAMCO INC /NY/ 0.03% of their portfolio | 100.2k $22.9m | Added +25.2k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 96.4k $22.0m | Reduced -6.6k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 90.8k $20.8m | Added +71.9k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 90.4k $20.6m | Reduced -4.7k |
| SEVEN GRAND MANAGERS, LLC 0.83% of their portfolio | 90.0k $20.6m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 89.1k $20.4m | Added +18.5k |
| LPL Financial LLC 0.00% of their portfolio | 87.1k $19.9m | Added +4.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.41% of their portfolio | 86.1k $19.7m | Added +52.1k |
| SEGALL BRYANT & HAMILL, LLC 0.23% of their portfolio | 85.0k $19.4m | Added +1.5k |
| AXIOM INVESTORS LLC /DE 0.16% of their portfolio | 82.5k $18.9m | Reduced -14.7k |
| Capital International Investors 0.00% of their portfolio | 82.2k $18.8m | Added +2.2k |
| Freestone Grove Partners LP 0.12% of their portfolio | 81.9k $18.7m | New |
| DF DENT & CO INC 0.34% of their portfolio | 77.6k $17.7m | Added +330 |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 77.5k $17.7m | Reduced -39.6k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.77% of their portfolio | 71.7k $16.4m | Reduced -925 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 68.4k $15.6m | Reduced -6.3k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 67.5k $15.4m | Added +36.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.84% of their portfolio | 65.5k $15.0m | New |
| Legal & General Group Plc 0.00% of their portfolio | 62.8k $14.3m | Reduced -8.6k |
| ArrowMark Colorado Holdings LLC 0.59% of their portfolio | 62.4k $14.3m | Added +1.9k |
| Legato Capital Management LLC 1.10% of their portfolio | 58.1k $13.3m | Reduced -3.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 57.6k $13.2m | New |
| Granite Investment Partners, LLC 0.67% of their portfolio | 57.2k $13.1m | Reduced -143 |
| TD Asset Management Inc 0.01% of their portfolio | 56.0k $12.8m | Reduced -9.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 55.9k $12.8m | Reduced -2.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 53.5k $12.2m | Reduced -14.5k |
| Swiss National Bank 0.01% of their portfolio | 53.5k $12.2m | Reduced -600 |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 52.5k $12.0m | Reduced -21.2k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 1.62% of their portfolio | 52.5k $12.0m | Reduced -7.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 50.1k $11.5m | Added +3.3k |
| Ghisallo Capital Management LLC 0.22% of their portfolio | 50.0k $11.4m | Reduced -100.0k |
| CASTLEARK MANAGEMENT LLC 0.30% of their portfolio | 48.2k $11.0m | Reduced -1.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 47.0k $10.7m | Added +1.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 46.8k $10.7m | Reduced -28.9k |
| Legal Advantage Investments, Inc. 3.67% of their portfolio | 45.9k $10.5m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 45.6k $10.4m | Added +1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 44.9k $8.3m | Added +2.2k |
| WISCONSIN CAPITAL MANAGEMENT LLC 4.55% of their portfolio | 41.9k $9.6m | Added +42 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.16% of their portfolio | 37.5k $8.6m | Added +34.0k |
| Bayberry Capital Partners LP 2.94% of their portfolio | 37.4k $8.5m | New |
| Woodline Partners LP 0.03% of their portfolio | 36.7k $8.4m | New |
| BRANT POINT INVESTMENT MANAGEMENT LLC 1.70% of their portfolio | 33.5k $7.7m | Reduced -1.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 32.9k $7.5m | Added +15.0k |
| Kendall Capital Management 1.23% of their portfolio | 32.2k $7.4m | Reduced -3.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 31.4k $7.2m | Reduced -13.6k |