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VEL · Velocity Financial, Inc. · Held by Funds

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$14.87 +0.24 (+1.64%) At close · Oct 6
Russell 2000 member Rebalance outlook locked
Market Cap
$606.04M
Shares
39.48M
Volume · Oct 6 130.3K Avg daily vol (3M) 137.54K

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

Funds holding VEL

143 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 361,986 $6,682,262 0.00%
iShares Russell 2000 ETF 322,027 $5,944,618 0.01%
Avantis U.S. Small Cap Value ETF 294,257 $5,149,498 0.02%
BlackRock Advantage Small Cap Core Fund 245,820 $4,301,850 0.08%
iShares Russell 2000 Value ETF 128,793 $2,377,519 0.02%
Fidelity Small Cap Index Fund 127,542 $2,237,087 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 109,146 $2,014,835 0.00%
Dimensional U.S. Small Cap ETF 79,855 $1,400,657 0.01%
Virtus NFJ Small-Cap Value Fund 67,491 $1,245,884 0.48%
U.S. SMALL CAP VALUE PORTFOLIO 62,172 $1,090,497 0.01%
Dimensional US Small Cap Value ETF 61,710 $1,082,393 0.01%
U.S. Targeted Value Portfolio 59,836 $1,049,523 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 59,736 $1,045,380 0.01%
U.S. SMALL CAP PORTFOLIO 57,956 $1,016,548 0.01%
U.S. MICRO CAP PORTFOLIO 51,700 $906,818 0.01%
Dimensional U.S. Targeted Value ETF 51,321 $900,170 0.01%
Fidelity Extended Market Index Fund 48,477 $848,348 0.00%
Schwab U.S. Small-Cap ETF 45,618 $798,315 0.00%
iShares Micro-Cap ETF 41,496 $766,016 0.05%
Strategic Advisers U.S. Total Stock Fund 39,750 $695,625 0.00%
First Trust Dow Jones Select MicroCap Index Fund 32,570 $601,242 0.23%
Dimensional U.S. Core Equity 2 ETF 31,853 $558,702 0.00%
Schwab Small-Cap Index Fund 30,444 $533,988 0.01%
Barrons 400 ETF 28,499 $498,733 0.23%
WisdomTree U.S. SmallCap Fund 25,550 $471,653 0.07%
Diversified Equity Alpha Master Portfolio 25,384 $468,589 0.02%
EA Bridgeway Omni Small-Cap Value ETF 21,169 $390,780 0.02%
Master Small Cap Index Series 19,443 $358,918 0.01%
U.S. VECTOR EQUITY PORTFOLIO 20,216 $354,589 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 18,284 $320,701 0.00%
Avantis U.S. Small Cap Equity ETF 17,918 $313,565 0.01%
BlackRock Advantage SMID Cap Fund, Inc. 16,787 $309,888 0.03%
Fidelity Total Market Index Fund 17,306 $302,855 0.00%
Fidelity Small Cap Value Index Fund 15,883 $293,200 0.01%
Fidelity Series Total Market Index Fund 14,313 $250,478 0.00%
EQ/2000 Managed Volatility Portfolio 12,588 $232,374 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 13,161 $230,844 0.00%
Goldman Sachs Absolute Return Tracker Fund 11,977 $221,095 0.00%
Sterling Capital Behavioral Small Cap Value Fund 10,727 $198,020 0.25%
Avantis U.S. Small Cap Value Fund 11,271 $197,243 0.01%
Dimensional VA U.S. Targeted Value Portfolio 10,561 $185,240 0.02%
U.S. Sustainability Targeted Value Portfolio 10,196 $178,838 0.03%
Nuveen Small Cap Blend Index Fund 10,048 $176,242 0.00%
LVIP State Street Small-Cap Index Fund 9,200 $169,832 0.01%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 8,857 $154,998 0.01%
iShares Russell 3000 ETF 7,835 $144,634 0.00%
Schwab U.S. Broad Market ETF 7,693 $134,628 0.00%
VANGUARD BALANCED INDEX FUND 6,651 $122,777 0.00%
Small Cap Index Fund 6,479 $119,602 0.01%
JNL/DFA U.S. Small Cap Fund 5,747 $106,090 0.01%
Showing 1–50 of 143 positions
Key facts CIK 1692376 CUSIP 92262D101 13F (30d) 3 filings 3 filers Visit website Investor relations