As of the latest SEC filings, Velocity Financial, Inc. (VEL) is held by 143 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,548,326.74 in market value, representing a significant portion of its portfolio.
Funds holding Velocity Financial, Inc. (VEL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VEL
- CIK:
- 0001692376
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,548,326.74 | 361,986 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,081,300.10 | 280,890 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.10% | $4,629,300.39 | 249,021 | Feb 27, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,397,483.09 | 236,551 | Feb 28, 2026 | Apr 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,114,878.44 | 109,636 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,934,761.68 | 106,952 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,823,580.54 | 100,806 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,482,667.98 | 76,862 | Apr 30, 2026 | Jun 29, 2026 |
|
PCVCX
Virtus NFJ Small-Cap Value Fund
|
MF | Duff & Phelps / Virtus | 0.50% | $1,220,912.19 | 67,491 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,094,726.79 | 56,751 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,052,547.21 | 56,619 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,046,058.12 | 54,228 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $956,089.56 | 49,564 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $892,208.46 | 47,994 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $870,210.48 | 45,112 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $860,196.48 | 46,272 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $814,597.41 | 42,229 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $762,051.45 | 39,505 | Apr 30, 2026 | Jun 29, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $738,952.50 | 39,750 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $614,444.37 | 31,853 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Diversified Equity Master Portfolio
|
ETF | Independent / Boutique | 0.02% | $593,804.25 | 32,825 | Mar 31, 2026 | May 28, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.25% | $559,415.16 | 30,924 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.03% | $527,667.21 | 29,169 | Mar 31, 2026 | Jun 1, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $527,631.03 | 29,167 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $489,059.37 | 25,353 | Apr 30, 2026 | Jun 25, 2026 |
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