VSEE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +7 | 1.74M | $200,707 | +7 | — |
| Q1 2026 | 5 | -5 | 713.69K | $178,422 | — | −5 |
| Q4 2025 | 10 | 0 | 273.23K | $101,845 | — | — |
| Q3 2025 | 3 | +1 | 110.29K | $68,630 | +1 | — |
| Q2 2025 | 2 | -1 | 97.00K | $112,519 | — | −1 |
| Q1 2025 | 3 | 0 | 111.00K | $133,200 | — | — |
| Q4 2024 | 3 | +1 | 110.34K | $150,060 | +1 | — |
| Q3 2024 | 1 | +1 | 43.30K | $64,522 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 437.60K | +450.9% | $109,399 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 437.60K | +450.9% | $109,399 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 213.72K | — | $53,429 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 35.16K | +28.8% | $8,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 18.90K | 0.0% | $4,725 | 0.0% | Held | 6 | SEC ↗ |
| 6 | Cwm, Llc | 8.32K | 0.0% | $2,079 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Osaic Holdings, Inc. | $26,887 | was 0.0% |
| Jane Street Group, Llc | $16,178 | was 0.0% |
| Susquehanna International… | $4,251 | was 0.0% |
| Bank Of America Corp /De/ | $25 | was 0.0% |
| Northwestern Mutual Wealth… | $7 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 4.44M shares, $1.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.