Verus Financial Partners, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Verus Financial Partners, Inc. reported 95 stock positions worth $860.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.8%) and Vanguard Total Intl Stock (VXUS, 7.6%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 34 and reduced 30. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +9%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −8%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$860.2M (Q2 2024)
SEC Filing
0001481714-24-000006 ↗ filed Aug 5, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $853.8M Q1 2024 Q2 2024: $860.2M $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 95 stocks · $860.2M
VTI VG Morningstar TS MKT ETF-US 23.29% 748,812 $200.3M Reduce -1.6%
BND Vanguard Total Bond Market 11.80% 1,408,780 $101.5M Add +6.5%
VXUS Vanguard Total Intl Stock 7.59% 1,082,169 $65.3M Add +9.2%
AVSF Avantis Short-Term Fixed Inc. 7.32% 1,364,433 $63.0M Add +2.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 6.21% 292,818 $53.4M Reduce -0.2%
AVIG Avantis Core Fixed Income 5.71% 1,204,749 $49.1M Add +6.9%
MGC Vngrd Mrngstr MG Cap ETF-Usd 5.10% 222,521 $43.9M Reduce -0.3%
VEU Vanguard Ftse All-World Ex-U 4.79% 703,006 $41.2M Reduce -8.3%
BIV Vanguard Intermediate-Term B 4.51% 518,192 $38.8M Add +0.8%
DFIV Dimensional International Va 3.32% 795,576 $28.6M Add +3.0%
IVV iShares Core S&P 500 ETF 3.13% 49,130 $26.9M Reduce -1.8%
SCHD Schwab US DVD Equity ETF 2.84% 314,126 $24.4M Add +6.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.28% 78,643 $19.6M Reduce -15.0%
IXUS iShares Core Intl Stock ETF 1.53% 194,353 $13.1M Reduce -17.7%
VTEB Vanguard Tax-Exempt Bond ETF 1.31% 224,083 $11.2M Reduce -0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.91% 32,438 $7.9M Reduce -1.0%
DVY iShares Select Dividend ETF 0.91% 64,906 $7.9M Reduce -13.2%
IJH iShares Core S&P Midcap ETF 0.45% 66,648 $3.9M Reduce -3.4%
DFNM Dimensional National Muni BD 0.43% 77,997 $3.7M Add +1.0%
AAPL Apple Inc. 0.41% 16,929 $3.6M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 5,106 $2.8M Reduce -4.7%
PM Philip Morris International 0.31% 26,431 $2.7M Reduce -0.4%
MO Altria Group Inc. 0.30% 56,098 $2.6M Add +1.4%
VOO Vanguard S&P 500 ETF 0.28% 4,760 $2.4M No change
VGSH Vanguard Short-Term Treasury 0.23% 33,897 $2.0M Reduce -4.9%
HCA HCA Healthcare Inc. 0.23% 6,079 $2.0M No change
IWD iShares Russell 1000 Value E 0.22% 10,729 $1.9M Add +0.0%
VTHR Vanguard Russell 3000 0.21% 7,418 $1.8M Reduce -1.4%
DFCF Dimensional Core Fixed Inc. 0.17% 35,780 $1.5M Reduce -11.6%
VT Vanguard Tot World STK ETF 0.16% 12,436 $1.4M Add +67.0%
MSFT Microsoft Corp. 0.16% 3,097 $1.4M Add +0.5%
VUSB Vanguard Ultra Short Bond Et 0.16% 27,783 $1.4M Reduce -2.4%
DFUV Dimensional US Marketwide Va 0.13% 28,004 $1.1M Add +0.3%
XOM Exxon Mobil Corp. 0.13% 9,460 $1.1M Add +0.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.12% 1,166 $1.1M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 4,759 $1.0M Reduce -3.7%
BDN Brandywine Realty Trust 0.11% 212,255 $951K Add +28.6%
ELV Elevance Health Inc. 0.11% 1,713 $928K Reduce -5.3%
IWF iShares Russell 1000 Growth 0.10% 2,362 $861K No change
LOW Lowe's Cos Inc. 0.10% 3,825 $843K No change
DFAS Dimensional US Small Cap ETF 0.10% 13,879 $834K Add +0.3%
D Dominion Energy Inc. 0.09% 15,429 $756K Reduce -8.1%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,832 $745K No change
AVIV Avantis Intl LRG Cap Val ETF 0.08% 13,410 $703K Add +2.2%
JNJ Johnson & Johnson 0.08% 4,518 $660K Reduce -1.4%
ABBV Abbvie Inc. 0.07% 3,492 $599K Reduce -5.0%
MCK McKesson Corp. 0.07% 999 $583K Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 3,357 $581K No change
KMX Carmax Inc. 0.06% 6,733 $494K No change
LLY Eli Lilly & Co. 0.06% 523 $474K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,257 $470K No change
PG The Procter & Gamble Co. 0.05% 2,840 $468K Add +0.1%
SO The Southern Co. 0.05% 5,950 $462K No change
NDAQ Nasdaq Inc. 0.05% 7,598 $458K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 11,190 $445K Reduce -5.2%
MMS Maximus Inc. 0.05% 5,049 $433K Reduce -12.8%
MRK Merck & Co. Inc. 0.05% 3,487 $432K No change
NSC Norfolk Southern Corp. 0.05% 1,980 $425K Add +0.1%
DFAX Dimensional World Ex US Core 0.05% 16,648 $423K Add +0.2%
HD Home Depot Inc. 0.05% 1,215 $418K Add +0.5%
JPM JPMorgan Chase & Co. 0.05% 2,051 $415K Add +0.1%
VDE Vanguard Energy ETF 0.05% 3,241 $414K No change
GOOGL Alphabet Inc. Class A 0.05% 2,209 $402K Reduce -1.3%
COF Capital One Financial Corp. 0.04% 2,767 $383K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.04% 759 $364K No change
DUK Duke Energy Corp. 0.04% 3,517 $352K Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 3,195 $352K Add +7.7%
DFAT Dimensional US Target Value 0.04% 6,761 $351K Add +8.3%
DFSD Dimensional Short Duration 0.04% 7,264 $341K Reduce -4.8%
MDLZ Mondelez International Inc. Class A 0.04% 5,100 $334K Add +0.1%
DISV Dimensional International SM 0.04% 11,864 $319K Add +1.6%
DFUS Dimensional US Eq MKT ETF 0.04% 5,397 $318K Add +0.1%
META Meta Platforms Inc. Class A 0.04% 612 $309K No change
CAT Caterpillar Inc. 0.04% 914 $305K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $304K No change
PEP Pepsico Inc. 0.03% 1,768 $292K No change
COST Costco Wholesale Corp. 0.03% 341 $290K New
GE General Electric filed as GE AEROSPACE 0.03% 1,797 $286K No change
MCD McDonald's Corp. 0.03% 1,105 $282K No change
UDR Udr Inc. 0.03% 6,772 $279K Add +0.4%
VTIP Vanguard Short-Term Tips 0.03% 5,734 $278K Reduce -14.2%
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $276K No change
CVX Chevron Corp. 0.03% 1,759 $275K Add +0.1%
CSX CSX Corp. 0.03% 8,192 $274K No change
BSV Vanguard Short-Term Bond ETF 0.03% 3,555 $273K Reduce -22.4%
AMZN Amazon.com Inc. 0.03% 1,386 $268K No change
KO The Coca-Cola Co. 0.03% 4,193 $267K No change
PFE Pfizer Inc. 0.03% 9,517 $266K Reduce -6.7%
GOOG Alphabet Inc. Class C 0.03% 1,398 $256K No change
GUNR NT Mstar GLBL NR ETF 0.03% 6,250 $251K Add +1.1%
BN Brookfield Corp. 0.03% 6,008 $250K No change
NVDA Nvidia Corp. 0.03% 1,760 $217K New
HON Honeywell International Inc. 0.03% 1,011 $216K No change
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change
MPC Marathon Petroleum Corp. 0.02% 1,169 $203K No change

Portfolio Sells Q1 2024 → Q2 2024
VEU Vanguard Ftse All-World Ex-U Reduce -8.3% 4.79% −0.47
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.2% 6.21% −0.38
IXUS iShares Core Intl Stock ETF Reduce -17.7% 1.53% −0.35
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -15.0% 2.28% −0.31
DVY iShares Select Dividend ETF Reduce -13.2% 0.91% −0.17
AOA iShares Core 80/20 Aggressiv Sold out 0.00% −0.08
AOM iShares Core 40/60 Moderate Sold out 0.00% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.0% 0.91% −0.05
IJH iShares Core S&P Midcap ETF Reduce -3.4% 0.45% −0.04
DE Deere & Co. Sold out 0.00% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.6% 1.31% −0.03
AOR iShares Core 60/40 Balanced Sold out 0.00% −0.03
DFCF Dimensional Core Fixed Inc. Reduce -11.6% 0.17% −0.03
CMCSA Comcast Corp. Class A Sold out 0.00% −0.03
VGSH Vanguard Short-Term Treasury Reduce -4.9% 0.23% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.7% 0.12% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -22.4% 0.03% −0.01
D Dominion Energy Inc. Reduce -8.1% 0.09% −0.01
ABBV Abbvie Inc. Reduce -5.0% 0.07% −0.01
JNJ Johnson & Johnson Reduce -1.4% 0.08% −0.01
MMS Maximus Inc. Reduce -12.8% 0.05% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -2.4% 0.16% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.7% 0.32% −0.01
VTIP Vanguard Short-Term Tips Reduce -14.2% 0.03% −0.01
DFSD Dimensional Short Duration Reduce -4.8% 0.04% −0.00
PFE Pfizer Inc. Reduce -6.7% 0.03% −0.00
ELV Elevance Health Inc. Reduce -5.3% 0.11% −0.00
BAC Bank of America Corp. Reduce -5.2% 0.05% −0.00
VTHR Vanguard Russell 3000 Reduce -1.4% 0.21% +0.00
MCK McKesson Corp. Reduce -1.3% 0.07% +0.00
GOOGL Alphabet Inc. Class A Reduce -1.3% 0.05% +0.01
PM Philip Morris International Reduce -0.4% 0.31% +0.03
IVV iShares Core S&P 500 ETF Reduce -1.8% 3.13% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 23.29% +0.11
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -0.3% 5.10% +0.22

Portfolio Buys Q1 2024 → Q2 2024
VXUS Vanguard Total Intl Stock Add +9.2% 7.59% +0.59
BND Vanguard Total Bond Market Add +6.5% 11.80% +0.55
AVIG Avantis Core Fixed Income Add +6.9% 5.71% +0.27
AVSF Avantis Short-Term Fixed Inc. Add +2.9% 7.32% +0.14
AAPL Apple Inc. Add +0.3% 0.41% +0.08
VT Vanguard Tot World STK ETF Add +67.0% 0.16% +0.07
SCHD Schwab US DVD Equity ETF Add +6.4% 2.84% +0.05
COST Costco Wholesale Corp. New 0.03% +0.03
NVDA Nvidia Corp. New 0.03% +0.03
BDN Brandywine Realty Trust Add +28.6% 0.11% +0.02
MO Altria Group Inc. Add +1.4% 0.30% +0.01
MSFT Microsoft Corp. Add +0.5% 0.16% +0.01
TJX TJX Companies Inc. Add +7.7% 0.04% +0.01
UDR Udr Inc. Add +0.4% 0.03% +0.00
DUK Duke Energy Corp. Add +0.1% 0.04% +0.00
DFAT Dimensional US Target Value Add +8.3% 0.04% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% +0.00
PG The Procter & Gamble Co. Add +0.1% 0.05% +0.00
DFIV Dimensional International Va Add +3.0% 3.32% +0.00
JPM JPMorgan Chase & Co. Add +0.1% 0.05% +0.00
DISV Dimensional International SM Add +1.6% 0.04% −0.00
DFAX Dimensional World Ex US Core Add +0.2% 0.05% −0.00
CVX Chevron Corp. Add +0.1% 0.03% −0.00
GUNR NT Mstar GLBL NR ETF Add +1.1% 0.03% −0.00
AVIV Avantis Intl LRG Cap Val ETF Add +2.2% 0.08% −0.00
DFNM Dimensional National Muni BD Add +1.0% 0.43% −0.00
XOM Exxon Mobil Corp. Add +0.0% 0.13% −0.00
MDLZ Mondelez International Inc. Class A Add +0.1% 0.04% −0.00
COF Capital One Financial Corp. Add +0.1% 0.04% −0.00
DFAS Dimensional US Small Cap ETF Add +0.3% 0.10% −0.00
HD Home Depot Inc. Add +0.5% 0.05% −0.01
DFUV Dimensional US Marketwide Va Add +0.3% 0.13% −0.01
IWD iShares Russell 1000 Value E Add +0.0% 0.22% −0.01
NSC Norfolk Southern Corp. Add +0.1% 0.05% −0.01
GWW WW Grainger Inc. Add +0.3% 0.12% −0.02
BIV Vanguard Intermediate-Term B Add +0.8% 4.51% −0.03

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