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VSEC position history

The shares of Vse (VSEC) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 39,583 shares, $5.2M, 0.02% of portfolio, New
  2. 2025 Q3: 34,420 shares, $5.7M, 0.02% of portfolio, Reduce −13.0%
  3. 2025 Q4: 34,390 shares, $5.9M, 0.03% of portfolio, Reduce −0.1%
  4. 2026 Q1: 42,040 shares, $7.8M, 0.05% of portfolio, Add +22.2%
  5. 2026 Q2: 29,853 shares, $6.8M, 0.06% of portfolio, Reduce −29.0%
Holdings date Value % of holdings Shares Filing date All 13F holders