Verus Financial Partners, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Verus Financial Partners, Inc. reported 127 stock positions worth $1.2 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.5%) and Vanguard Total Intl Stock (VXUS, 7.5%). Compared with Q1 2026, it opened 9 new positions, sold out of 3, added to 51 and reduced 41. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale Avantis US Large Cap Value (AVLV, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001481714
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001481714-26-000005 ↗ filed Jul 21, 2026
Holdings Value
Holdings 127 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 24.83% | 784,245 | $290.2M | Add +1.3% |
| BND Vanguard Total Bond Market | 11.49% | 1,829,288 | $134.3M | Add +2.6% |
| VXUS Vanguard Total Intl Stock | 7.50% | 1,025,567 | $87.7M | Add +1.5% |
| AVIG Avantis Core Fixed Income | 5.51% | 1,555,647 | $64.4M | Add +1.6% |
| AVSF Avantis Short-Term Fixed Inc. | 5.41% | 1,358,338 | $63.3M | Add +0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.72% | 201,543 | $55.1M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 4.64% | 706,952 | $54.2M | Add +5.2% |
| VEU Vanguard Ftse All-World Ex-U | 4.61% | 642,970 | $53.8M | Reduce -0.1% |
| DFIV Dimensional International Va | 3.98% | 860,998 | $46.5M | Add +1.7% |
| DFUV Dimensional US Marketwide Va | 3.92% | 833,515 | $45.9M | Add +10.9% |
| IVV iShares Core S&P 500 ETF | 3.05% | 47,569 | $35.6M | Reduce -0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.75% | 132,360 | $32.2M | Reduce -1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.07% | 70,316 | $24.2M | Reduce -0.1% |
| AVLV Avantis US Large Cap Value | 1.54% | 197,709 | $18.0M | Reduce -23.2% |
| VTIP Vanguard Short-Term Tips | 1.23% | 286,832 | $14.4M | Add +0.8% |
| IXUS iShares Core Intl Stock ETF | 1.21% | 147,737 | $14.1M | Add +0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.80% | 184,834 | $9.3M | Add +0.5% |
| VCRM Vanguard Core Tax-Ex Bond | 0.78% | 118,924 | $9.1M | Add +22.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.77% | 112,168 | $9.0M | Reduce -0.6% |
| DVY iShares Select Dividend ETF | 0.59% | 44,284 | $6.9M | Reduce -3.3% |
| DFNM Dimensional National Muni BD | 0.45% | 108,310 | $5.2M | Add +13.1% |
| PM Philip Morris International | 0.41% | 26,723 | $4.8M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 56,758 | $4.4M | Reduce -0.5% |
| MO Altria Group Inc. | 0.34% | 54,706 | $3.9M | Reduce -0.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.32% | 37,425 | $3.8M | Add +29.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 4,926 | $3.7M | Reduce -0.2% |
| AAPL Apple Inc. | 0.31% | 12,485 | $3.6M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.29% | 4,970 | $3.4M | Add +0.1% |
| VTHR Vanguard Russell 3000 | 0.22% | 7,775 | $2.6M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.22% | 16,143 | $2.5M | Reduce -0.8% |
| IAU iShares Gold Trust | 0.19% | 30,161 | $2.3M | No change |
| IWD iShares Russell 1000 Value E | 0.19% | 9,203 | $2.2M | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 67,820 | $2.2M | Reduce -8.1% |
| MSFT Microsoft Corp. | 0.18% | 5,498 | $2.1M | Add +10.4% |
| D Dominion Energy Inc. | 0.17% | 28,336 | $1.9M | Add +5.6% |
| HCA HCA Healthcare Inc. | 0.16% | 4,770 | $1.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 5,690 | $1.6M | No change |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 34,339 | $1.4M | Reduce -18.6% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 23,659 | $1.4M | Reduce -11.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.12% | 27,038 | $1.3M | Reduce -0.8% |
| GWW WW Grainger Inc. | 0.11% | 974 | $1.3M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.11% | 9,595 | $1.3M | Reduce -6.9% |
| GOOGL Alphabet Inc. Class A | 0.10% | 3,381 | $1.2M | Add +0.4% |
| DFAS Dimensional US Small Cap ETF | 0.10% | 14,173 | $1.2M | Add +0.3% |
| JNJ Johnson & Johnson | 0.10% | 4,453 | $1.1M | Reduce -9.5% |
| IWF iShares Russell 1000 Growth | 0.10% | 8,988 | $1.1M | Reduce -0.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.09% | 14,204 | $1.1M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 2,120 | $1.1M | No change |
| VBIL Vanguard 0-3M T-Bill ETF | 0.08% | 13,103 | $992K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.08% | 2,992 | $979K | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 3,158 | $957K | Reduce -1.7% |
| QCOM Qualcomm Inc. | 0.07% | 4,737 | $875K | Reduce -3.3% |
| BDN Brandywine Realty Trust | 0.07% | 272,417 | $864K | Add +4.5% |
| NVDA Nvidia Corp. | 0.07% | 4,293 | $859K | Add +1.6% |
| AMZN Amazon.com Inc. | 0.07% | 3,488 | $831K | Add +0.8% |
| ELV Elevance Health Inc. | 0.07% | 1,977 | $764K | Reduce -7.0% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,961 | $733K | Reduce -6.4% |
| CAT Caterpillar Inc. | 0.06% | 656 | $699K | Reduce -35.0% |
| NSC Norfolk Southern Corp. | 0.06% | 2,200 | $692K | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.06% | 2,973 | $656K | Reduce -0.5% |
| BAC Bank of America Corp. | 0.05% | 11,003 | $627K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.05% | 1,075 | $605K | No change |
| DISV Dimensional International SM | 0.05% | 15,024 | $603K | Add +1.5% |
| DFAX Dimensional World Ex US Core | 0.05% | 16,277 | $600K | Reduce -0.7% |
| SO The Southern Co. | 0.05% | 5,854 | $560K | Reduce -1.6% |
| NDAQ Nasdaq Inc. | 0.05% | 7,032 | $554K | No change |
| ILF iShares Latin America 40 ETF | 0.05% | 16,374 | $553K | Add +1.1% |
| MU Micron Technology Inc. | 0.05% | 476 | $549K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 3,626 | $549K | No change |
| AVGO Broadcom Inc. | 0.05% | 1,437 | $543K | Add +0.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 10,447 | $533K | No change |
| GEV GE Vernova Inc. | 0.04% | 446 | $524K | Reduce -7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,393 | $522K | Add +0.0% |
| VDE Vanguard Energy ETF | 0.04% | 3,467 | $520K | Add +0.7% |
| ABBV Abbvie Inc. | 0.04% | 2,013 | $507K | Add +0.3% |
| GLD SPDR Gold Shares | 0.04% | 1,372 | $505K | No change |
| MRK Merck & Co. Inc. | 0.04% | 3,877 | $498K | Add +0.2% |
| AVXC Avantis Emg MKT Ex China ETF | 0.04% | 5,651 | $484K | No change |
| GLW Corning Inc. | 0.04% | 1,765 | $451K | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 1,217 | $445K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 1,238 | $437K | Add +1.6% |
| COF Capital One Financial Corp. | 0.04% | 2,151 | $432K | Reduce -2.0% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 5,011 | $411K | Add +0.1% |
| DUK Duke Energy Corp. | 0.03% | 3,221 | $408K | Reduce -8.5% |
| HD Home Depot Inc. | 0.03% | 1,155 | $407K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 553 | $407K | Reduce -2.3% |
| WTV Wisdomtree U.S. Value Fund | 0.03% | 3,918 | $399K | No change |
| DFAT Dimensional US Target Value | 0.03% | 5,678 | $397K | No change |
| INTC Intel Corp. | 0.03% | 2,834 | $396K | New |
| MCK McKesson Corp. | 0.03% | 504 | $381K | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.03% | 315 | $377K | Add +0.6% |
| WMT Walmart Inc. | 0.03% | 3,233 | $366K | Add +0.5% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 6,289 | $364K | Add +11.8% |
| PPLT Abrdn Physical Platinum SHRS | 0.03% | 25,000 | $353K | No change |
| DFSD Dimensional Short Duration | 0.03% | 7,392 | $353K | Add +0.2% |
| PEP Pepsico Inc. | 0.03% | 2,550 | $345K | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.03% | 2,770 | $331K | No change |
| AVIE Avantis Inflation Foc Eq ETF | 0.03% | 4,447 | $331K | No change |
| VZ Verizon Communications Inc. | 0.03% | 7,757 | $328K | Add +0.1% |
| GUNR NT Mstar GLBL NR ETF | 0.03% | 6,620 | $326K | Add +0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| AVLV Avantis US Large Cap Value | Reduce -23.2% | 1.54% | −0.41 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 4.61% | −0.04 |
| DFCF Dimensional Core Fixed Inc. | Reduce -18.6% | 0.12% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -3.3% | 0.59% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -6.9% | 0.11% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -11.4% | 0.12% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.1% | 0.18% | −0.02 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -39.2% | 0.02% | −0.01 |
| CAT Caterpillar Inc. | Reduce -35.0% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.06% | −0.01 |
| MCK McKesson Corp. | Reduce -3.8% | 0.03% | −0.01 |
| JNJ Johnson & Johnson | Reduce -9.5% | 0.10% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -0.8% | 0.12% | −0.01 |
| CVX Chevron Corp. | Reduce -3.7% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Reduce -8.5% | 0.03% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.7% | 2.75% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -14.2% | 0.02% | −0.00 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -0.3% | 0.08% | −0.00 |
| SO The Southern Co. | Reduce -1.6% | 0.05% | −0.00 |
| COF Capital One Financial Corp. | Reduce -2.0% | 0.04% | −0.00 |
| DFAX Dimensional World Ex US Core | Reduce -0.7% | 0.05% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -1.7% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.08% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.8% | 0.22% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.03% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.10% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.7% | 0.08% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 0.03% | +0.00 |
| GEV GE Vernova Inc. | Reduce -7.1% | 0.04% | +0.00 |
| VTHR Vanguard Russell 3000 | Reduce -0.7% | 0.22% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.31% | +0.00 |
| ELV Elevance Health Inc. | Reduce -7.0% | 0.07% | +0.01 |
| GE General Electric | Reduce -6.4% | 0.06% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 0.77% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.37% | +0.01 |
| AAPL Apple Inc. | Reduce -1.4% | 0.31% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 0.07% | +0.02 |
| MO Altria Group Inc. | Reduce -0.1% | 0.34% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 3.05% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 2.07% | +0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -0.1% | 4.72% | +0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 24.83% | +0.81 |
| DFUV Dimensional US Marketwide Va | Add +10.9% | 3.92% | +0.52 |
| VCRM Vanguard Core Tax-Ex Bond | Add +22.0% | 0.78% | +0.11 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +29.0% | 0.32% | +0.06 |
| PM Philip Morris International | Add +2.6% | 0.41% | +0.05 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| DFNM Dimensional National Muni BD | Add +13.1% | 0.45% | +0.03 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| KMX Carmax Inc. | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| CAH Cardinal Health Inc. | New | 0.02% | +0.02 |
| UAL United Airlines Holdings Inc. | New | 0.02% | +0.02 |
| D Dominion Energy Inc. | Add +5.6% | 0.17% | +0.02 |
| GWW WW Grainger Inc. | Add +0.2% | 0.11% | +0.01 |
| GLW Corning Inc. | Add +0.1% | 0.04% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.5% | 7.50% | +0.01 |
| BDN Brandywine Realty Trust | Add +4.5% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.03% | +0.01 |
| YUM Yum! Brands Inc. | Add +44.6% | 0.02% | +0.01 |
| ABBV Abbvie Inc. | Add +0.3% | 0.04% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 0.19% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.29% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.10% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.04% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +11.8% | 0.03% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.10% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.04% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.04% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.05% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.04% | +0.00 |
| HD Home Depot Inc. | Add +0.5% | 0.03% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.02% | −0.00 |
| AVDE Avantis International Equity | Add +1.3% | 0.02% | −0.00 |
| AEP American Electric Power | Add +0.1% | 0.03% | −0.00 |
| DFSD Dimensional Short Duration | Add +0.2% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Add +1.6% | 0.07% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +0.2% | 0.02% | −0.00 |
| DISV Dimensional International SM | Add +1.5% | 0.05% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.03% | −0.00 |
| AVGO Broadcom Inc. | Add +0.9% | 0.05% | −0.00 |
| WMT Walmart Inc. | Add +0.5% | 0.03% | −0.00 |
| GUNR NT Mstar GLBL NR ETF | Add +0.7% | 0.03% | −0.00 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +1.1% | 0.09% | −0.01 |
| VDE Vanguard Energy ETF | Add +0.7% | 0.04% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Add +0.1% | 0.03% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 127 | $1.2B | VTI, BND, VXUS, AVIG, AVSF |
| Q1 2026 | 121 | $1.1B | VTI, BND, VXUS, AVIG, AVSF |
| Q4 2025 | 115 | $1.1B | VTI, BND, VXUS, AVSF, AVIG |
| Q3 2025 | 121 | $1.0B | VTI, BND, VXUS, AVSF, AVIG |
| Q2 2025 | 111 | $981.5M | VTI, BND, VXUS, AVSF, AVIG |
| Q1 2025 | 104 | $876.7M | VTI, BND, AVSF, VXUS, AVIG |
| Q4 2024 | 97 | $890.8M | VTI, BND, AVSF, VXUS, VBR |
| Q3 2024 | 98 | $912.9M | VTI, BND, VXUS, AVSF, VBR |
| Q2 2024 | 95 | $860.2M | VTI, BND, VXUS, AVSF, VBR |
| Q1 2024 | 98 | $853.8M | VTI, BND, AVSF, VXUS, VBR |