- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 5 listed it in both
- Shares listed
- 3,982,022
- combined, among listed positions
- Reported value
- $522m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing VSEC in Q2 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 1,656,540 | $217m | under 0.1% | Held | 0 | 13 Aug 2025 (the filing on sec.gov) |
| Durable Capital Partners LP | 865,017 | $113m | 0.86% | Held | 0 | 14 Aug 2025 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 753,053 | $99m | 0.08% | Trimmed | -2,408 | 27 Oct 2026 (the filing on sec.gov) |
| Artisan Partners LP | 512,109 | $67m | 0.10% | Added | +86,268 | 12 Aug 2025 (the filing on sec.gov) |
| Capital World Investors | 120,048 | $16m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 39,583 | $5.2m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 35,672 | $4.7m | under 0.1% | Trimmed | -18,550 | 6 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital World Investorsnew position · 120,048 shares now+120,048
- Artisan Partners LPexisting position · 512,109 shares now+86,268
- Polen Capital Management LLCnew position · 39,583 shares now+39,583
Reductions
- First Eagle Investment Management LLCexisting position · 35,672 shares now-18,550
- Neuberger Berman Group LLCexisting position · 753,053 shares now-2,408
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2013 | 1 | $1.9m | n.a. | n.a. |
| Q4 2013 | 1 | $2.1m | n.a. | n.a. |
| Q1 2014 | 1 | $2.2m | n.a. | n.a. |
| Q2 2014 | 1 | $3.0m | n.a. | n.a. |
| Q3 2014 | 1 | $2.3m | n.a. | n.a. |
| Q4 2014 | 1 | $2.8m | n.a. | n.a. |
| Q1 2015 | 1 | $2.8m | n.a. | n.a. |
| Q2 2017 | 1 | $451k | n.a. | n.a. |
| Q3 2017 | 1 | $571k | n.a. | n.a. |
| Q4 2017 | 1 | $442k | n.a. | n.a. |
| Q1 2018 | 2 | $794k | n.a. | n.a. |
| Q2 2018 | 1 | $405k | n.a. | n.a. |
| Q2 2021 | 1 | $30k | n.a. | n.a. |
| Q3 2021 | 1 | $376k | n.a. | n.a. |
| Q4 2021 | 1 | $975k | n.a. | n.a. |
| Q1 2022 | 1 | $2.0m | n.a. | n.a. |
| Q2 2022 | 1 | $2.6m | n.a. | n.a. |
| Q3 2022 | 1 | $2.8m | n.a. | n.a. |
| Q4 2022 | 1 | $4.8m | n.a. | n.a. |
| Q1 2023 | 1 | $5.0m | n.a. | n.a. |
| Q2 2023 | 1 | $5.3m | n.a. | n.a. |
| Q3 2023 | 1 | $6.2m | n.a. | n.a. |
| Q4 2023 | 1 | $8.2m | 1 | 0 |
| Q1 2024 | 2 | $91m | 1 | 1 |
| Q2 2024 | 4 | $177m | 3 | 1 |
| Q3 2024 | 4 | $173m | 2 | 1 |
| Q4 2024 | 5 | $281m | 4 | 1 |
| Q1 2025 | 6 | $464m | 4 | 2 |
| Q2 2025 | 7 | $522m | 3 | 2 |
| Q3 2025 | 7 | $612m | 1 | 5 |
| Q4 2025 | 8 | $715m | 15 | 7 |
| Q1 2026 | 12 | $1.0bn | 18 | 7 |
| Q2 2026 | 12 | $931m | 14 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
VSEC and V →VSEC and MA →VSEC and MCO →Choose a stock to compare with VSEC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own VSEC, latest filings →Back to the 13F Explorer →