This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VSEC/capital-change-brief"
Use Arkolith's capital_change_brief for VSEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $831.0M | 4.5M | ▲+123% Added · +2.5M sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 2.5M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $345.8M | 1.9M | ▲+103% Added · +952K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $217.3M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $193.4M | 1.0M | ▲+55% Added · +372K sh | Q1 2026 | |
| 6 | UBS Group AG | $177.9M | 964K | ▲+92% Added · +462K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $175.3M | 951K | ▲New +951K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $137.7M | 747K | ▲+31% Added · +176K sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $123.7M | 671K | ▼−5.5% Reduced · −39K sh | Q1 2026 | |
| 10 | Artisan Partners Limited Partnership | $104.2M | 565K | ▲+1.7% Added · +10K sh | Q1 2026 | |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | $101.4M | 550K | ▲+6.2% Added · +32K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $99.8M | 541K | ▲+275% Added · +397K sh | Q1 2026 | |
| 13 | JENNISON ASSOCIATES LLC | $89.4M | 485K | ▼−33% Reduced · −239K sh | Q1 2026 | |
| 14 | DENDUR CAPITAL LP | $88.3M | 479K | ▲+90% Added · +227K sh | Q1 2026 | |
| 15 | SAMLYN CAPITAL, LLC | $87.7M | 476K | ▲+211% Added · +323K sh | Q1 2026 | |
| 16 | FMR LLC | $85.0M | 461K | ▼−30% Reduced · −197K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $83.2M | 451K | ▼−41% Reduced · −312K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $79.3M | 430K | ▼−17% Reduced · −90K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $73.5M | 399K | ▲+28% Added · +88K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $73.2M | 397K | ▼−7.8% Reduced · −34K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $69.7M | 378K | ▲+87% Added · +176K sh | Q1 2026 | |
| 22 | Allianz Asset Management GmbH | $66.4M | 360K | ▲New +360K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $56.9M | 344K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 24 | EMERALD ADVISERS, LLC | $58.0M | 315K | ▲+13% Added · +35K sh | Q1 2026 | |
| 25 | Hood River Capital Management LLC | $56.3M | 305K | ▲+304% Added · +230K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Thomas Benjamin E. | Chief Operating Officer | Grant (A) | 69 | $11K |
| Jun 15, 2026 | FERGUSON III MARK E | Director | Grant (A) | 133 | $26K |
| Jun 15, 2026 | EBERHART RALPH E | Director | Grant (A) | 60 | $12K |
| Jun 12, 2026 | Thomas Benjamin E. | Chief Operating Officer | Sell (S) | 7K | $1.3M |
| May 20, 2026 | FERGUSON III MARK E | Director | Gift (G) | 136 | $0 |
| May 20, 2026 | FERGUSON III MARK E | Director | Gift (G) | 136 | $0 |
| Mar 16, 2026 | FERGUSON III MARK E | Director | Grant (A) | 136 | $26K |
| Mar 16, 2026 | EBERHART RALPH E | Director | Grant (A) | 62 | $12K |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President, Director | Option exercise (M) | 7K | — |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President, Director | Tax withholding (F) | 11K | $2.3M |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President, Director | Grant (A) | 20K | $0 |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President, Director | Option exercise (M) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 105 funds | $45.7B |
| NVIDIA CORPNVDA | 104 funds | $60.9B |
| ALPHABET INC-CL AGOOGL | 101 funds | $28.2B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $21.2B |
| JPMORGAN CHASE & COJPM | 99 funds | $15.1B |
| AMAZON.COM INCAMZN | 98 funds | $33.5B |
| APPLE INCAAPL | 97 funds | $50.0B |
| ELI LILLY & COLLY | 97 funds | $12.0B |
| MASTERCARD INC - AMA | 97 funds | $8.7B |
| TESLA INCTSLA | 96 funds | $12.7B |
| BROADCOM INCAVGO | 95 funds | $22.5B |
| NETFLIX INCNFLX | 95 funds | $6.4B |
Ranked by how many of VSEC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VSEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.