Velocity Financial Inc COM is a security (CUSIP 92262D101) tracked across SEC portfolio filings. 106 institutional managers reported $730.6M on Form 13F as of 2026-06-30; 11 registered fund positions totaling $4.9M via N-PORT as of 2026-05-31.
Showing 15 of 106 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Snow Phipps Group, LLC | New York, NY | $246.5M | 13,353,103 |
| Allianz Asset Management GmbH | MUNICH, 2M | $228.6M | 12,637,764 |
| Beach Point Capital Management LP | Santa Monica, CA | $122.3M | 6,582,380 |
| BlackRock, Inc. | New York, NY | $29.7M | 1,641,916 |
| HBK INVESTMENTS L P | DALLAS, TX | $13.3M | — |
| VANGUARD GROUP INC | Valley Forge, PA | $11.5M | 554,568 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $10.5M | 582,550 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Boston, MA | $8.7M | 482,715 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $5.2M | 285,369 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $5.0M | 275,123 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $4.5M | 249,500 |
| STATE STREET CORP | BOSTON, MA | $3.9M | 218,145 |
| WOLVERINE TRADING, LLC | CHICAGO, IL | $3.8M | 36,176 |
| Tudor Investment Corp Et Al | Stamford, CT | $2.2M | 58,902 |
| NOMURA HOLDINGS INC | TOKYO, M0 | $2.0M | — |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $1.9M | 0.24% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $1.0M | 0.60% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $956K | 1.28% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $350K | 0.72% |
| BlackRock Advantage SMID Cap Fund, Inc. | BlackRock Advantage SMID Cap Fund, Inc. | $304K | 4.02% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $120K | 0.02% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $92K | 0.03% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $31K | 0.73% |
| Longview Advantage ETF | RBB Fund Trust | $28K | 0.43% |
| TIAA Separate Account VA-1 - Stock Index Account | TIAA Separate Account VA-1 | $13K | 0.10% |
| Federated Hermes Global Allocation Fund | Federated Hermes Global Allocation Fund | $4K | 0.13% |