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True Wealth Design’s Velocity Financial VEL Stock Holding History

True Wealth Design’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 		$93 Sell
5
-13
-72% -$237 ﹤0.01% 2548
2026
Q1 		$326 Sell
18
-1
-5% -$19 ﹤0.01% 2198
2025
Q4 		$395 Buy
19
+2
+12% +$38 ﹤0.01% 2026
2025
Q3 		$309 Sell
17
-16
-48% -$292 ﹤0.01% 2173
2025
Q2 		$612 Sell
33
-125
-79% -$2.19K ﹤0.01% 1656
2025
Q1 		$2.96K Buy
158
+55
+53% +$1.03K ﹤0.01% 867
2024
Q4 		$2.02K Buy
+103
New +$2.05K ﹤0.01% 734

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

True Wealth Design's VEL Position: Q2 2026 in Review

True Wealth Design reduced its Velocity Financial (VEL) stake by 72% in Q2 2026, selling an estimated $237 and leaving 5 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

True Wealth Design first reported a position in VEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96K in Q1 2025. 6 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • True Wealth Design held 5 shares of Velocity Financial worth $93 as of Q2 2026.
  • True Wealth Design sold 13 Velocity Financial shares in Q2 2026, an estimated $237.
  • Velocity Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2548 holding.
  • True Wealth Design first reported a position in Velocity Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Velocity Financial position peaked at $2.96K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.