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VEL · Velocity Financial, Inc.

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$18.16 +0.06 (+0.33%) At close · Aug 14
Market Cap
$716.98M
Shares
39.48M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding VEL

144 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 361,986 $6,548,327 0.00%
Avantis U.S. Small Cap Value ETF 294,257 $5,149,498 0.02%
iShares Russell 2000 ETF 280,890 $5,081,300 0.01%
BlackRock Advantage Small Cap Core Fund 245,820 $4,301,850 0.08%
Fidelity Small Cap Index Fund 109,636 $2,114,878 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 106,952 $1,934,762 0.00%
iShares Russell 2000 Value ETF 100,806 $1,823,581 0.01%
Dimensional U.S. Small Cap ETF 76,862 $1,482,668 0.01%
Virtus NFJ Small-Cap Value Fund 67,491 $1,220,912 0.50%
U.S. Targeted Value Portfolio 56,751 $1,094,727 0.01%
U.S. SMALL CAP PORTFOLIO 54,228 $1,046,058 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 59,736 $1,045,380 0.01%
U.S. MICRO CAP PORTFOLIO 49,564 $956,090 0.01%
Dimensional U.S. Targeted Value ETF 45,112 $870,210 0.01%
Fidelity Extended Market Index Fund 48,477 $848,348 0.00%
U.S. SMALL CAP VALUE PORTFOLIO 42,229 $814,597 0.00%
Schwab U.S. Small-Cap ETF 45,618 $798,315 0.00%
Dimensional US Small Cap Value ETF 39,505 $762,051 0.01%
Strategic Advisers U.S. Total Stock Fund 39,750 $695,625 0.00%
Dimensional U.S. Core Equity 2 ETF 31,853 $614,444 0.00%
Diversified Equity Master Portfolio 32,825 $593,804 0.02%
First Trust Dow Jones Select MicroCap Index Fund 30,924 $559,415 0.25%
EA Bridgeway Omni Small-Cap Value ETF 29,169 $527,667 0.03%
iShares Micro-Cap ETF 29,167 $527,631 0.04%
Barrons 400 ETF 28,499 $498,733 0.23%
Schwab Small-Cap Index Fund 25,353 $489,059 0.01%
WisdomTree U.S. SmallCap Fund 26,150 $473,054 0.07%
BlackRock Advantage Small Cap Growth Fund 22,248 $402,466 0.06%
U.S. VECTOR EQUITY PORTFOLIO 20,216 $389,967 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 18,284 $352,698 0.00%
Master Small Cap Index Series 19,324 $349,571 0.01%
Avantis U.S. Small Cap Equity ETF 17,918 $313,565 0.01%
VOYA INDEX PLUS SMALLCAP PORTFOLIO 17,016 $307,819 0.09%
BlackRock Advantage SMID Cap Fund, Inc. 16,787 $303,677 0.04%
Fidelity Total Market Index Fund 17,306 $302,855 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 13,161 $253,876 0.00%
YORKTOWN SMALL CAP FUND 13,000 $250,770 0.70%
Fidelity Series Total Market Index Fund 14,313 $250,478 0.00%
Fidelity Small Cap Value Index Fund 13,366 $241,791 0.01%
EQ/2000 Managed Volatility Portfolio 12,588 $227,717 0.01%
Nuveen Small Cap Blend Index Fund 10,761 $207,580 0.01%
Avantis U.S. Small Cap Value Fund 11,271 $197,243 0.01%
Sterling Capital Behavioral Small Cap Value Fund 10,727 $194,051 0.28%
Dimensional VA U.S. Targeted Value Portfolio 9,916 $191,280 0.02%
Goldman Sachs Absolute Return Tracker Fund 10,020 $181,262 0.00%
LVIP State Street Small-Cap Index Fund 9,200 $169,832 0.01%
U.S. Sustainability Targeted Value Portfolio 8,328 $160,647 0.03%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 8,857 $154,998 0.01%
Goldman Sachs Small Cap Value Insights Fund 7,855 $151,523 0.01%
iShares Russell 3000 ETF 7,898 $142,875 0.00%
Showing 1–50 of 144 positions
Key facts CIK 1692376 CUSIP 92262D101 13F (30d) 99 filings 98 filers Visit website Investor relations

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