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Root Financial Partners’s VSE Corp VSEC Stock Holding History

Root Financial Partners’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 		– Sell
-26
Closed -$4.79K – 3124
2026
Q1 		$4.79K Buy
26
+9
+53% +$1.83K ﹤0.01% 1972
2025
Q4 		$2.94K Buy
+17
New +$2.91K ﹤0.01% 1909

Other funds holding VSEC

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T. Rowe Price Investment Management
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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

Root Financial Partners's VSEC Position: Q2 2026 in Review

Root Financial Partners sold out of VSE Corp (VSEC) in Q2 2026, closing a stake of 26 shares — an estimated $4.79K sold.

Root Financial Partners first reported a position in VSEC in Q4 2025 and held it in 2 quarters. The position peaked at $4.79K in Q1 2026. 384 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • Root Financial Partners reported no remaining VSE Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 VSE Corp shares in Q2 2026, an estimated $4.79K.
  • Root Financial Partners first reported a position in VSE Corp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's VSE Corp position peaked at $4.79K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.