Polen Capital Management
VSEC icon

Polen Capital Management’s VSE Corp VSEC Stock Holding History

Polen Capital Management’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 		$6.82M Sell
29,853
-12,187
-29% -$2.34M 0.06% 53
2026
Q1 		$7.75M Buy
42,040
+7,650
+22% +$1.56M 0.05% 45
2025
Q4 		$5.94M Sell
34,390
-30
-0.1% -$5.13K 0.03% 53
2025
Q3 		$5.72M Sell
34,420
-5,163
-13% -$787K 0.02% 61
2025
Q2 		$5.18M Buy
+39,583
New +$4.93M 0.02% 53

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
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

Polen Capital Management's VSEC Position: Q2 2026 in Review

Polen Capital Management reduced its VSE Corp (VSEC) stake by 29% in Q2 2026, selling an estimated $2.34M and leaving 29,853 shares worth $6.82M. The position accounts for 0.06% of the portfolio, ranked #53.

Polen Capital Management first reported a position in VSEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.75M in Q1 2026. 381 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • Polen Capital Management held 29,853 shares of VSE Corp worth $6.82M as of Q2 2026.
  • Polen Capital Management sold 12,187 VSE Corp shares in Q2 2026, an estimated $2.34M.
  • VSE Corp made up 0.06% of Polen Capital Management's portfolio in Q2 2026, its #53 holding.
  • Polen Capital Management first reported a position in VSE Corp in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's VSE Corp position peaked at $7.75M in Q1 2026.
  • 381 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.