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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
Q3 		$76 Hold
5
– – ﹤0.01% 2473
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% +$1.04K ﹤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 $264M AUM 8.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

True Wealth Design's VEL Position: Q3 2026 in Review

True Wealth Design held its Velocity Financial (VEL) position steady in Q3 2026 at 5 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

True Wealth Design first reported a position in VEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.96K in Q1 2025. 10 funds tracked by Wall St. Rank hold VEL as of Q3 2026.

  • True Wealth Design held 5 shares of Velocity Financial worth $76 as of Q3 2026.
  • True Wealth Design left its Velocity Financial share count unchanged in Q3 2026.
  • Velocity Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2473 holding.
  • True Wealth Design first reported a position in Velocity Financial in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Velocity Financial position peaked at $2.96K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.