Verus Financial Partners, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Verus Financial Partners, Inc. reported 98 stock positions worth $853.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.2%) and Avantis Short-Term Fixed (AVSF, 7.2%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 34 and reduced 34. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +3946%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −99%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$853.8M (Q1 2024)
SEC Filing
0001481714-24-000003 ↗ filed May 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $853.8M $853.8M Q1 2024 Q2 2024: $860.2M Q2 2024 Q3 2024: $912.9M Q3 2024 Q4 2024: $890.8M Q4 2024 Q1 2025: $876.7M Q1 2025 Q2 2025: $981.5M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 98 stocks · $853.8M
VTI VG Morningstar TS MKT ETF-US 23.18% 761,365 $197.9M Add +0.6%
BND Vanguard Total Bond Market 11.25% 1,322,378 $96.0M Add +3.8%
AVSF Avantis Short-Term Fixed Inc. 7.19% 1,325,910 $61.4M Add +3.0%
VXUS Vanguard Total Intl Stock 7.00% 991,112 $59.8M Add +3.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 6.59% 293,449 $56.3M Add +0.8%
AVIG Avantis Core Fixed Income 5.44% 1,126,857 $46.5M Add +5.0%
VEU Vanguard Ftse All-World Ex-U 5.27% 766,530 $45.0M Reduce -2.7%
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.89% 223,233 $41.7M Reduce -0.4%
BIV Vanguard Intermediate-Term B 4.54% 514,119 $38.8M Add +3945.6%
DFIV Dimensional International Va 3.32% 772,243 $28.4M Add +3.8%
IVV iShares Core S&P 500 ETF 3.08% 50,020 $26.3M Add +0.2%
SCHD Schwab US DVD Equity ETF 2.79% 295,333 $23.8M Add +3.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.60% 92,474 $22.2M Reduce -1.3%
IXUS iShares Core Intl Stock ETF 1.88% 236,057 $16.0M Reduce -6.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.34% 225,435 $11.4M Add +4.6%
DVY iShares Select Dividend ETF 1.08% 74,791 $9.2M Reduce -4.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.96% 32,760 $8.2M Reduce -0.0%
IJH iShares Core S&P Midcap ETF 0.49% 68,965 $4.2M Reduce -1.0%
DFNM Dimensional National Muni BD 0.43% 77,211 $3.7M Add +4.9%
AAPL Apple Inc. 0.34% 16,881 $2.9M Reduce -6.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 5,357 $2.8M Reduce -7.0%
PM Philip Morris International 0.28% 26,533 $2.4M Reduce -19.3%
MO Altria Group Inc. 0.28% 55,316 $2.4M Reduce -10.3%
VOO Vanguard S&P 500 ETF 0.27% 4,760 $2.3M Add +4.8%
VGSH Vanguard Short-Term Treasury 0.24% 35,628 $2.1M Reduce -0.1%
HCA HCA Healthcare Inc. 0.24% 6,079 $2.0M No change
IWD iShares Russell 1000 Value E 0.23% 10,728 $1.9M Add +0.0%
VTHR Vanguard Russell 3000 0.21% 7,527 $1.8M Reduce -3.3%
DFCF Dimensional Core Fixed Inc. 0.20% 40,453 $1.7M Add +0.1%
VUSB Vanguard Ultra Short Bond Et 0.17% 28,468 $1.4M Reduce -1.6%
MSFT Microsoft Corp. 0.15% 3,081 $1.3M Reduce -1.1%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.14% 1,163 $1.2M Add +0.2%
DFUV Dimensional US Marketwide Va 0.13% 27,906 $1.1M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.13% 4,941 $1.1M Add +0.3%
XOM Exxon Mobil Corp. 0.13% 9,459 $1.1M Reduce -5.4%
LOW Lowe's Cos Inc. 0.11% 3,825 $974K Reduce -12.7%
ELV Elevance Health Inc. 0.11% 1,808 $937K Add +0.1%
DFAS Dimensional US Small Cap ETF 0.10% 13,840 $863K Add +0.2%
D Dominion Energy Inc. 0.10% 16,795 $826K Reduce -1.9%
VT Vanguard Tot World STK ETF 0.10% 7,446 $823K Add +265.7%
IWF iShares Russell 1000 Growth 0.09% 2,362 $796K No change
BDN Brandywine Realty Trust 0.09% 165,028 $792K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,832 $770K No change
JNJ Johnson & Johnson 0.08% 4,583 $725K Reduce -4.9%
AVIV Avantis Intl LRG Cap Val ETF 0.08% 13,123 $710K No change
ABBV Abbvie Inc. 0.08% 3,675 $669K Add +0.1%
AOA iShares Core 80/20 Aggressiv 0.08% 8,754 $643K Reduce -17.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,357 $641K No change
KMX Carmax Inc. 0.07% 6,733 $587K No change
MCK McKesson Corp. 0.06% 1,012 $543K No change
NSC Norfolk Southern Corp. 0.06% 1,977 $504K Add +0.2%
MMS Maximus Inc. 0.06% 5,790 $486K No change
NDAQ Nasdaq Inc. 0.06% 7,598 $479K No change
HD Home Depot Inc. 0.05% 1,209 $464K Reduce -2.7%
AOM iShares Core 40/60 Moderate 0.05% 10,772 $461K Reduce -33.9%
PG The Procter & Gamble Co. 0.05% 2,838 $460K Add +0.1%
MRK Merck & Co. Inc. 0.05% 3,487 $460K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 11,804 $448K Reduce -1.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,257 $433K No change
VDE Vanguard Energy ETF 0.05% 3,241 $427K Add +0.7%
SO The Southern Co. 0.05% 5,950 $427K Reduce -4.2%
DFAX Dimensional World Ex US Core 0.05% 16,620 $423K Add +0.0%
COF Capital One Financial Corp. 0.05% 2,764 $412K Reduce -8.2%
JPM JPMorgan Chase & Co. 0.05% 2,049 $411K Add +0.1%
LLY Eli Lilly & Co. 0.05% 523 $407K No change
DFSD Dimensional Short Duration 0.04% 7,630 $359K Add +0.1%
MDLZ Mondelez International Inc. Class A 0.04% 5,097 $357K Reduce -44.6%
BSV Vanguard Short-Term Bond ETF 0.04% 4,583 $351K Reduce -99.1%
DUK Duke Energy Corp. 0.04% 3,514 $340K Reduce -25.2%
DFAT Dimensional US Target Value 0.04% 6,243 $340K Add +0.0%
GOOGL Alphabet Inc. Class A 0.04% 2,237 $338K No change
QQQ Invesco QQQ Trust Series 1 0.04% 759 $337K No change
CAT Caterpillar Inc. 0.04% 914 $335K No change
VTIP Vanguard Short-Term Tips 0.04% 6,679 $320K Reduce -33.2%
DISV Dimensional International SM 0.04% 11,671 $317K Add +0.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $317K No change
GE General Electric 0.04% 1,797 $315K No change
MCD McDonald's Corp. 0.04% 1,105 $312K No change
PEP Pepsico Inc. 0.04% 1,768 $309K Reduce -33.1%
DFUS Dimensional US Eq MKT ETF 0.04% 5,391 $307K Add +0.1%
CSX CSX Corp. 0.04% 8,192 $304K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 2,968 $301K No change
META Meta Platforms Inc. Class A 0.03% 612 $297K No change
PFE Pfizer Inc. 0.03% 10,204 $283K No change
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $281K No change
CVX Chevron Corp. 0.03% 1,758 $277K Reduce -7.8%
DE Deere & Co. 0.03% 648 $266K No change
KO The Coca-Cola Co. 0.03% 4,193 $257K Reduce -22.9%
GUNR NT Mstar GLBL NR ETF 0.03% 6,183 $254K Add +0.4%
UDR Udr Inc. 0.03% 6,744 $252K Add +0.4%
BN Brookfield Corp. 0.03% 6,008 $252K No change
AMZN Amazon.com Inc. 0.03% 1,386 $250K No change
AOR iShares Core 60/40 Balanced 0.03% 4,476 $249K Reduce -60.8%
MPC Marathon Petroleum Corp. 0.03% 1,169 $236K New
CMCSA Comcast Corp. Class A 0.03% 4,959 $215K Reduce -3.9%
GOOG Alphabet Inc. Class C 0.02% 1,398 $213K No change
HON Honeywell International Inc. 0.02% 1,011 $207K Add +0.1%
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change

Portfolio Sells Q4 2023 → Q1 2024
BSV Vanguard Short-Term Bond ETF Reduce -99.1% 0.04% −4.65
VEU Vanguard Ftse All-World Ex-U Reduce -2.7% 5.27% −0.14
IXUS iShares Core Intl Stock ETF Reduce -6.5% 1.88% −0.13
AAPL Apple Inc. Reduce -6.2% 0.34% −0.09
PM Philip Morris International Reduce -19.3% 0.28% −0.08
DVY iShares Select Dividend ETF Reduce -4.2% 1.08% −0.05
AOR iShares Core 60/40 Balanced Reduce -60.8% 0.03% −0.05
MDLZ Mondelez International Inc. Class A Reduce -44.6% 0.04% −0.04
VZ Verizon Communications Inc. Sold out 0.00% −0.03
AOM iShares Core 40/60 Moderate Reduce -33.9% 0.05% −0.03
MO Altria Group Inc. Reduce -10.3% 0.28% −0.02
VTIP Vanguard Short-Term Tips Reduce -33.2% 0.04% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.0% 0.33% −0.02
PEP Pepsico Inc. Reduce -33.1% 0.04% −0.02
DUK Duke Energy Corp. Reduce -25.2% 0.04% −0.02
AOA iShares Core 80/20 Aggressiv Reduce -17.5% 0.08% −0.02
VGSH Vanguard Short-Term Treasury Reduce -0.1% 0.24% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -1.6% 0.17% −0.01
JNJ Johnson & Johnson Reduce -4.9% 0.08% −0.01
KO The Coca-Cola Co. Reduce -22.9% 0.03% −0.01
CMCSA Comcast Corp. Class A Reduce -3.9% 0.03% −0.00
MSFT Microsoft Corp. Reduce -1.1% 0.15% −0.00
VTHR Vanguard Russell 3000 Reduce -3.3% 0.21% −0.00
COF Capital One Financial Corp. Reduce -8.2% 0.05% −0.00
SO The Southern Co. Reduce -4.2% 0.05% −0.00
CVX Chevron Corp. Reduce -7.8% 0.03% −0.00
LOW Lowe's Cos Inc. Reduce -12.7% 0.11% −0.00
HD Home Depot Inc. Reduce -2.7% 0.05% −0.00
D Dominion Energy Inc. Reduce -1.9% 0.10% +0.00
XOM Exxon Mobil Corp. Reduce -5.4% 0.13% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.3% 2.60% +0.00
BAC Bank of America Corp. Reduce -1.7% 0.05% +0.00
IJH iShares Core S&P Midcap ETF Reduce -1.0% 0.49% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.0% 0.96% +0.02
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -0.4% 4.89% +0.04

Portfolio Buys Q4 2023 → Q1 2024
BIV Vanguard Intermediate-Term B Add +3945.6% 4.54% +4.42
VTI VG Morningstar TS MKT ETF-US Add +0.6% 23.18% +0.51
VXUS Vanguard Total Intl Stock Add +3.6% 7.00% +0.23
DFIV Dimensional International Va Add +3.8% 3.32% +0.20
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.8% 6.59% +0.18
SCHD Schwab US DVD Equity ETF Add +3.7% 2.79% +0.08
VT Vanguard Tot World STK ETF Add +265.7% 0.10% +0.07
IVV iShares Core S&P 500 ETF Add +0.2% 3.08% +0.06
MPC Marathon Petroleum Corp. New 0.03% +0.03
VOO Vanguard S&P 500 ETF Add +4.8% 0.27% +0.02
GWW WW Grainger Inc. Add +0.2% 0.14% +0.01
IWD iShares Russell 1000 Value E Add +0.0% 0.23% +0.01
DFUV Dimensional US Marketwide Va Add +0.3% 0.13% +0.01
JPM JPMorgan Chase & Co. Add +0.1% 0.05% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 0.13% +0.00
ABBV Abbvie Inc. Add +0.1% 0.08% +0.00
VDE Vanguard Energy ETF Add +0.7% 0.05% +0.00
NSC Norfolk Southern Corp. Add +0.2% 0.06% +0.00
ELV Elevance Health Inc. Add +0.1% 0.11% +0.00
DFAS Dimensional US Small Cap ETF Add +0.2% 0.10% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% +0.00
DISV Dimensional International SM Add +0.0% 0.04% +0.00
GUNR NT Mstar GLBL NR ETF Add +0.4% 0.03% +0.00
DFAX Dimensional World Ex US Core Add +0.0% 0.05% +0.00
DFAT Dimensional US Target Value Add +0.0% 0.04% 0.00
PG The Procter & Gamble Co. Add +0.1% 0.05% −0.00
HON Honeywell International Inc. Add +0.1% 0.02% −0.00
UDR Udr Inc. Add +0.4% 0.03% −0.00
DFSD Dimensional Short Duration Add +0.1% 0.04% −0.00
DFNM Dimensional National Muni BD Add +4.9% 0.43% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +4.6% 1.34% −0.01
DFCF Dimensional Core Fixed Inc. Add +0.1% 0.20% −0.01
AVIG Avantis Core Fixed Income Add +5.0% 5.44% −0.04
AVSF Avantis Short-Term Fixed Inc. Add +3.0% 7.19% −0.20
BND Vanguard Total Bond Market Add +3.8% 11.25% −0.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 127$1.2BVTI, BND, VXUS, AVIG, AVSF
Q1 2026 121$1.1BVTI, BND, VXUS, AVIG, AVSF
Q4 2025 115$1.1BVTI, BND, VXUS, AVSF, AVIG
Q3 2025 121$1.0BVTI, BND, VXUS, AVSF, AVIG
Q2 2025 111$981.5MVTI, BND, VXUS, AVSF, AVIG
Q1 2025 104$876.7MVTI, BND, AVSF, VXUS, AVIG
Q4 2024 97$890.8MVTI, BND, AVSF, VXUS, VBR
Q3 2024 98$912.9MVTI, BND, VXUS, AVSF, VBR
Q2 2024 95$860.2MVTI, BND, VXUS, AVSF, VBR
Q1 2024 98$853.8MVTI, BND, AVSF, VXUS, VBR