Creative Planning
VEL icon

Creative Planning’s Velocity Financial VEL Stock Holding History

Creative Planning’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$975K Sell
53,898
-3,058
-5% -$57.8K ﹤0.01% 2490
2025
Q4 		$1.18M Buy
56,956
+9,508
+20% +$179K ﹤0.01% 2160
2025
Q3 		$861K Sell
47,448
-19,796
-29% -$361K ﹤0.01% 2252
2025
Q2 		$1.25M Buy
+67,244
New +$1.18M ﹤0.01% 1674

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's VEL Position: Q1 2026 in Review

Creative Planning reduced its Velocity Financial (VEL) stake by 5.4% in Q1 2026, selling an estimated $57.8K and leaving 53,898 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Creative Planning first reported a position in VEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Creative Planning held 53,898 shares of Velocity Financial worth $975K as of Q1 2026.
  • Creative Planning sold 3,058 Velocity Financial shares in Q1 2026, an estimated $57.8K.
  • Velocity Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2490 holding.
  • Creative Planning first reported a position in Velocity Financial in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Velocity Financial position peaked at $1.25M in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.