§ AEROSPACE & DEFENSE
USD · Aerospace & DefenseVSEC
VSE CORP
USDSector · Aerospace & DefenseBeta · 1.33
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
229 increased/new, 128 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 429.0 | P/B | 2.81 |
| EPS (TTM) | 0.50 | Dividend | 0.22% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.5M | 0.0% | +123% |
| State Street | 1.9M | 0.0% | +103% |
| Durable Capital Partners LP | 1.4M | 2.7% | +60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| UBS Group AG | 964K | 0.0% | +92% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 951K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for VSEC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.3% · 0 holders
OTHER0.3% · 247 holders
PASSIVE / INDEX0.1% · 10 holders
QUALITY / COMPOUNDER0.1% · 31 holders
DEALER / BANK0.1% · 34 holders
TACTICAL / MACRO0.0% · 5 holders
INCOME / DEFENSIVE0.0% · 21 holders
DEEP VALUE0.0% · 2 holders
SYSTEMATIC / QUANT0.0% · 7 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VSEC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VSEC yet.