Creative Planning
VSEC icon

Creative Planning’s VSE Corp VSEC Stock Holding History

Creative Planning’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Buy
10,836
+5,196
+92% +$1.06M ﹤0.01% 1890
2025
Q4 		$974K Buy
5,640
+1,780
+46% +$304K ﹤0.01% 2306
2025
Q3 		$642K Buy
3,860
+1,655
+75% +$252K ﹤0.01% 2519
2025
Q2 		$289K Sell
2,205
-1,092
-33% -$136K ﹤0.01% 2924
2025
Q1 		$396K Buy
3,297
+3,280
+19,294% +$352K ﹤0.01% 2507
2024
Q4 		$1.62K Buy
+17
New +$1.79K ﹤0.01% 3482
2017
Q3 		– Sell
-274
Closed -$12K – 3681
2017
Q2 		$12K Buy
274
+74
+37% +$3.17K ﹤0.01% 3533
2017
Q1 		$8K Buy
+200
New +$7.74K ﹤0.01% 3742
2016
Q1 		– Sell
-334
Closed -$10K – 4553
2015
Q4 		$10K Buy
+334
New +$9.14K ﹤0.01% 3317

Other funds holding VSEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return