Monetary Solutions, Ltd → VEL

Monetary Solutions, Ltd VEL Position History

Velocity Financial, Inc. • Financial Services

Quarters held

1

Latest value

$45

Q3 2026

Peak value

$45

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$45	3	—	—

Other funds holding VEL

Snow Phipps Group, LLC

$277.2M

Allianz Asset Management GmbH

$262.4M

Snow Phipps Group, LLC

$246.5M

Snow Phipps Group, LLC

$242.2M

Snow Phipps Group, LLC

$241.6M

Allianz Asset Management GmbH

$233.3M

Allianz Asset Management GmbH

$233.3M

Allianz Asset Management GmbH

$229.2M

Other Monetary Solutions, Ltd positions

SCHWAB US DIVIDEND EQUITY ETF

$12.5M

SCHWAB US DIVIDEND EQUITY ETF

$12.4M

SCHWAB US DIVIDEND EQUITY ETF

$12M

SCHWAB US DIVIDEND EQUITY ETF

$12M

SCHWAB U.S. MID-CAP ETF

$10.3M

SCHWAB U.S. MID-CAP ETF

$9.3M

SCHWAB U.S. MID-CAP ETF

$9.2M

SCHWAB U.S. LARGE-CAP ETF

$9M