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
Q2 		$1.01M Buy
54,853
+955
+2% +$17.4K ﹤0.01% 2632
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 $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's VEL Position: Q2 2026 in Review

Creative Planning increased its Velocity Financial (VEL) stake by 1.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 54,853 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Creative Planning first reported a position in VEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Creative Planning held 54,853 shares of Velocity Financial worth $1.01M as of Q2 2026.
  • Creative Planning bought 955 Velocity Financial shares in Q2 2026, an estimated $17.4K.
  • Velocity Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2632 holding.
  • Creative Planning first reported a position in Velocity Financial in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.