Topp 63 gemensamma fonder med VEL / Velocity Financial, Inc. (NYSE)

Topp 63 gemensamma fonder med VEL / Velocity Financial, Inc.

Denna sida visar alla gemensamma fonder som har rapporterat positioner i VEL / Velocity Financial, Inc.. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-13	NP	FLSPX - SPECTRUM FUND Retail Class	0	−100,00	0	−100,00
2025-06-26	NP	TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	9 762	0,00	174	−3,33
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	18 117	15,23	303	2,36
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV	1 893	42,22	35	45,83
2025-07-24	NP	BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	151 715	421,79	2 541	364,53
2025-06-25	NP	GSATX - Goldman Sachs Small Cap Value Insights Fund Class A	74 471		1 331
2025-06-26	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	21 820	16,75	390	12,43
2025-07-28	NP	AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 298		22
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class	1 080	20,27	18	12,50
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV	2 423	32,69	45	29,41
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund	5 171	28,06	96	26,67
2025-09-17	NP	GMRAX - Nationwide Small Cap Index Fund Class A	1 032	53,12	17	41,67
2025-06-26	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4 052		72
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	46 093	0,29	772	−10,75
2025-07-29	NP	VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	735	0,00	12	−7,69
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV	656	21,71	12	20,00
2025-08-26	NP	TLSTX - Stock Index Fund	208	0,00	4	0,00
2025-06-18	NP	NWHDX - Nationwide Bailard Cognitive Value Fund Class A	13 192	−5,77	236	−9,27
2025-08-28	NP	GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares	2 069	0,00	38	0,00
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 586	21,35	28	16,67
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	26 753	65,26	478	59,33
2025-06-26	NP	DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	10 153	940,27	181	905,56
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	45 586	9,94	764	−2,30
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11 586	31,58	215	30,49
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV	2 333	62,13	43	65,38
2025-07-22	NP	FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	50	−37,50	1	−100,00
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund	20		0
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	57	23,91	1
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11 995	9,06	201	−3,38
2025-07-28	NP	VCSLX - Small Cap Index Fund	6 466	88,02	108	68,75
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 063	105,73	94	102,17
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A	26	23,81	0
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	230	0,00	4	0,00
2025-06-23	NP	UAPIX - Ultrasmall-cap Profund Investor Class	92	−30,30	2	−50,00
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	199 101	43,88	3 691	42,56
2025-08-26	NP	BOSVX - Omni Small-Cap Value Fund Class N	1 998	−97,56	37	−97,59
2025-06-26	NP	DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	13 161	0,00	235	−3,69
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares	35	6,06	1
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H	16	23,08	0
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A	1 800	0,00	30	−9,09
2025-08-26	NP	PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30 285	25,34	561	24,12
2025-06-26	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	18 284	0,00	327	−3,55
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A	5 722	−45,23	106	−45,64
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	22 819	7,20	408	3,30
2025-08-26	NP	IPSIX - Voya Index Plus SmallCap Portfolio Class I	13 591		252
2025-07-30	NP	FSAKX - Strategic Advisers U.S. Total Stock Fund	39 750	812,53	666	710,98
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund	5 189	15,49	96	14,29
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	82 641	−1,52	1 477	−5,08
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	260 900	0,00	4 837	−0,90
2025-06-26	NP	DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	20 216	0,00	361	−3,48
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 053	40,59	20	35,71
2025-08-28	NP	SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3 034	−20,87	56	−21,13
2025-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 824		50
2025-06-26	NP	DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	18 969	0,00	339	−3,70
2025-06-25	NP	GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional	15 801	295,92	282	286,30
2025-06-25	NP	GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A	568		10
2025-08-25	NP	TMVAX - RBC Microcap Value Fund A Shares	5 400	0,00	100	−0,99
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3	655	−5,48	12	−8,33
2025-06-23	NP	SLPIX - Small-cap Profund Investor Class	9	−10,00	0
2025-06-24	NP	SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 032	−41,02	90	−43,67
2025-06-26	NP	USMIX - Extended Market Index Fund	2 234	−7,53	40	−11,36
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4 566	0,00	85	−1,18
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I	211	0,00	4	0,00