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Henry Ellenbogen’s VSE Corp VSEC Stock Holding History

Henry Ellenbogen’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
Q2 		$224M Sell
980,310
-424,461
-30% -$81.5M 2.18% 19
2026
Q1 		$259M Buy
1,404,771
+525,543
+60% +$107M 2.67% 14
2025
Q4 		$152M Buy
879,228
+14,211
+2% +$2.43M 1.44% 23
2025
Q3 		$144M Hold
865,017
– – 1.07% 34
2025
Q2 		$113M Hold
865,017
– – 0.86% 34
2025
Q1 		$104M Buy
865,017
+255,434
+42% +$27.4M 0.93% 34
2024
Q4 		$58M Buy
609,583
+217,439
+55% +$22.9M 0.47% 43
2024
Q3 		$32.4M Buy
392,144
+86,284
+28% +$7.51M 0.24% 47
2024
Q2 		$27M Buy
+305,860
New +$24.5M 0.22% 48

Other funds holding VSEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Henry Ellenbogen's VSEC Position: Q2 2026 in Review

Henry Ellenbogen reduced its VSE Corp (VSEC) stake by 30% in Q2 2026, selling an estimated $81.5M and leaving 980,310 shares worth $224M. The position accounts for 2.18% of the portfolio, ranked #19.

Henry Ellenbogen first reported a position in VSEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $259M in Q1 2026. 379 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • Henry Ellenbogen held 980,310 shares of VSE Corp worth $224M as of Q2 2026.
  • Henry Ellenbogen sold 424,461 VSE Corp shares in Q2 2026, an estimated $81.5M.
  • VSE Corp made up 2.18% of Henry Ellenbogen's portfolio in Q2 2026, its #19 holding.
  • Henry Ellenbogen first reported a position in VSE Corp in Q2 2024 and has held it in 9 quarters since.
  • Henry Ellenbogen's VSE Corp position peaked at $259M in Q1 2026.
  • 379 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.