Verus Financial Partners, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Verus Financial Partners, Inc. reported 98 stock positions worth $912.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.9% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.2%) and Vanguard Total Intl Stock (VXUS, 7.7%). Compared with Q2 2024, it opened 8 new positions, sold out of 5, added to 47 and reduced 29. The biggest buy was Vanguard Total Bond Market (BND, shares +5%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$912.9M (Q3 2024)
SEC Filing
0001481714-24-000009 ↗ filed Nov 1, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $853.8M Q1 2024 Q2 2024: $860.2M Q2 2024 Q3 2024: $912.9M $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 · $912.9M
VTI VG Morningstar TS MKT ETF-US 22.88% 744,338 $208.8M Reduce -0.6%
BND Vanguard Total Bond Market 12.21% 1,483,631 $111.4M Add +5.3%
VXUS Vanguard Total Intl Stock 7.69% 1,086,964 $70.2M Add +0.4%
AVSF Avantis Short-Term Fixed Inc. 7.16% 1,390,754 $65.4M Add +1.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 6.38% 292,659 $58.2M Reduce -0.1%
AVIG Avantis Core Fixed Income 5.82% 1,250,774 $53.1M Add +3.8%
MGC Vngrd Mrngstr MG Cap ETF-Usd 5.00% 223,343 $45.7M Add +0.4%
VEU Vanguard Ftse All-World Ex-U 4.76% 691,355 $43.5M Reduce -1.7%
BIV Vanguard Intermediate-Term B 4.51% 525,128 $41.2M Add +1.3%
DFIV Dimensional International Va 3.32% 800,836 $30.3M Add +0.7%
IVV iShares Core S&P 500 ETF 3.07% 49,045 $28.0M Reduce -0.2%
SCHD Schwab US DVD Equity ETF 2.97% 320,617 $27.1M Add +2.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.16% 75,674 $19.7M Reduce -3.8%
IXUS iShares Core Intl Stock ETF 1.42% 178,674 $12.9M Reduce -8.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.29% 229,753 $11.7M Add +2.5%
DVY iShares Select Dividend ETF 0.93% 62,833 $8.5M Reduce -3.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.93% 32,217 $8.5M Reduce -0.7%
IJH iShares Core S&P Midcap ETF 0.45% 66,868 $4.1M Add +0.3%
DFNM Dimensional National Muni BD 0.42% 79,414 $3.9M Add +1.8%
AAPL Apple Inc. 0.42% 16,947 $3.8M Add +0.1%
PM Philip Morris International 0.33% 24,919 $3.0M Reduce -5.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 5,108 $2.9M Add +0.0%
MO Altria Group Inc. 0.30% 54,170 $2.8M Reduce -3.4%
VOO Vanguard S&P 500 ETF 0.27% 4,765 $2.5M Add +0.1%
HCA HCA Healthcare Inc. 0.24% 5,300 $2.1M Reduce -12.8%
IWD iShares Russell 1000 Value E 0.22% 10,731 $2.0M Add +0.0%
VGSH Vanguard Short-Term Treasury 0.20% 31,409 $1.8M Reduce -7.3%
VTHR Vanguard Russell 3000 0.20% 7,140 $1.8M Reduce -3.8%
VT Vanguard Tot World STK ETF 0.18% 13,522 $1.6M Add +8.7%
DFCF Dimensional Core Fixed Inc. 0.17% 35,606 $1.5M Reduce -0.5%
VUSB Vanguard Ultra Short Bond Et 0.15% 26,721 $1.3M Reduce -3.8%
MSFT Microsoft Corp. 0.14% 3,143 $1.3M Add +1.5%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.13% 1,170 $1.2M Add +0.3%
BDN Brandywine Realty Trust 0.13% 212,255 $1.2M No change
DFUV Dimensional US Marketwide Va 0.13% 28,096 $1.2M Add +0.3%
XOM Exxon Mobil Corp. 0.12% 9,305 $1.1M Reduce -1.6%
LOW Lowe's Cos Inc. 0.11% 3,835 $1.0M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 4,448 $1.0M Reduce -6.5%
DFAS Dimensional US Small Cap ETF 0.10% 13,914 $892K Add +0.3%
D Dominion Energy Inc. 0.10% 15,108 $880K Reduce -2.1%
ELV Elevance Health Inc. 0.10% 1,714 $876K Add +0.1%
IWF iShares Russell 1000 Growth 0.10% 2,362 $875K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,833 $838K Add +0.1%
AVIV Avantis Intl LRG Cap Val ETF 0.08% 13,410 $748K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,365 $738K Add +0.2%
JNJ Johnson & Johnson 0.08% 4,332 $702K Reduce -4.1%
ABBV Abbvie Inc. 0.08% 3,479 $685K Reduce -0.4%
FBTC Fidelity Wise Origin Bitcoin 0.06% 10,156 $548K New
SO The Southern Co. 0.06% 5,950 $541K No change
NDAQ Nasdaq Inc. 0.06% 7,391 $540K Reduce -2.7%
KMX Carmax Inc. 0.06% 6,733 $526K No change
HD Home Depot Inc. 0.06% 1,236 $506K Add +1.7%
PG The Procter & Gamble Co. 0.05% 2,851 $493K Add +0.4%
NSC Norfolk Southern Corp. 0.05% 1,984 $492K Add +0.2%
MMS Maximus Inc. 0.05% 5,049 $468K No change
DFAX Dimensional World Ex US Core 0.05% 16,664 $450K Add +0.1%
MCK McKesson Corp. 0.05% 901 $449K Reduce -9.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,154 $437K Reduce -8.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 10,940 $429K Reduce -2.2%
VDE Vanguard Energy ETF 0.05% 3,293 $412K Add +1.6%
DUK Duke Energy Corp. 0.04% 3,519 $409K Add +0.1%
COF Capital One Financial Corp. 0.04% 2,771 $407K Add +0.1%
MRK Merck & Co. Inc. 0.04% 3,513 $403K Add +0.8%
JPM JPMorgan Chase & Co. 0.04% 1,907 $395K Reduce -7.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 3,208 $374K Add +0.4%
MDLZ Mondelez International Inc. Class A 0.04% 5,121 $374K Add +0.4%
DFAT Dimensional US Target Value 0.04% 6,763 $371K Add +0.0%
GOOGL Alphabet Inc. Class A 0.04% 2,208 $369K Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 0.04% 759 $366K No change
META Meta Platforms Inc. Class A 0.04% 625 $361K Add +2.1%
CAT Caterpillar Inc. 0.04% 914 $359K No change
DFSD Dimensional Short Duration 0.04% 7,280 $348K Add +0.2%
DISV Dimensional International SM 0.04% 11,912 $342K Add +0.4%
GE General Electric filed as GE AEROSPACE 0.04% 1,798 $335K Add +0.1%
DFUS Dimensional US Eq MKT ETF 0.04% 5,402 $333K Add +0.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $322K No change
BN Brookfield Corp. 0.03% 6,008 $319K No change
UDR Udr Inc. 0.03% 6,798 $305K Add +0.4%
AVXC Avantis Emg MKT Ex China ETF 0.03% 5,651 $305K New
PEP Pepsico Inc. 0.03% 1,775 $304K Add +0.4%
COST Costco Wholesale Corp. 0.03% 346 $304K Add +1.5%
INDA iShares MSCI India ETF 0.03% 5,161 $300K New
ILF iShares Latin America 40 ETF 0.03% 11,424 $296K New
MCD McDonald's Corp. 0.03% 959 $291K Reduce -13.2%
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $288K No change
KO The Coca-Cola Co. 0.03% 3,993 $286K Reduce -4.8%
CSX CSX Corp. 0.03% 8,192 $283K No change
PFE Pfizer Inc. 0.03% 9,517 $273K No change
GUNR NT Mstar GLBL NR ETF 0.03% 6,298 $263K Add +0.8%
AMZN Amazon.com Inc. 0.03% 1,403 $260K Add +1.2%
CVX Chevron Corp. 0.03% 1,710 $256K Reduce -2.8%
IBIT iShares Bitcoin Trust ETF 0.03% 7,122 $250K New
GOOG Alphabet Inc. Class C 0.03% 1,441 $243K Add +3.1%
CMCSA Comcast Corp. Class A 0.02% 5,316 $222K New
AEP American Electric Power 0.02% 2,059 $211K New
HON Honeywell International Inc. 0.02% 1,017 $210K Add +0.6%
HIG Hartford Insurance Group Inc. 0.02% 1,741 $205K New
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change

Portfolio Sells Q2 2024 → Q3 2024
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 22.88% −0.41
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -3.8% 2.16% −0.12
IXUS iShares Core Intl Stock ETF Reduce -8.1% 1.42% −0.11
IVV iShares Core S&P 500 ETF Reduce -0.2% 3.07% −0.06
LLY Eli Lilly & Co. Sold out 0.00% −0.06
VTIP Vanguard Short-Term Tips Sold out 0.00% −0.03
VEU Vanguard Ftse All-World Ex-U Reduce -1.7% 4.76% −0.03
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.03
VGSH Vanguard Short-Term Treasury Reduce -7.3% 0.20% −0.03
NVDA Nvidia Corp. Sold out 0.00% −0.03
MPC Marathon Petroleum Corp. Sold out 0.00% −0.02
MCK McKesson Corp. Reduce -9.8% 0.05% −0.02
VUSB Vanguard Ultra Short Bond Et Reduce -3.8% 0.15% −0.01
VTHR Vanguard Russell 3000 Reduce -3.8% 0.20% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.2% 0.05% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.1% 0.04% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -6.5% 0.11% −0.01
JPM JPMorgan Chase & Co. Reduce -7.0% 0.04% −0.01
BAC Bank of America Corp. Reduce -2.2% 0.05% −0.00
XOM Exxon Mobil Corp. Reduce -1.6% 0.12% −0.00
CVX Chevron Corp. Reduce -2.8% 0.03% −0.00
DFCF Dimensional Core Fixed Inc. Reduce -0.5% 0.17% −0.00
MCD McDonald's Corp. Reduce -13.2% 0.03% −0.00
JNJ Johnson & Johnson Reduce -4.1% 0.08% +0.00
KO The Coca-Cola Co. Reduce -4.8% 0.03% +0.00
MO Altria Group Inc. Reduce -3.4% 0.30% +0.01
ABBV Abbvie Inc. Reduce -0.4% 0.08% +0.01
NDAQ Nasdaq Inc. Reduce -2.7% 0.06% +0.01
HCA HCA Healthcare Inc. Reduce -12.8% 0.24% +0.01
D Dominion Energy Inc. Reduce -2.1% 0.10% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.7% 0.93% +0.01
DVY iShares Select Dividend ETF Reduce -3.2% 0.93% +0.01
PM Philip Morris International Reduce -5.7% 0.33% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.1% 6.38% +0.17

Portfolio Buys Q2 2024 → Q3 2024
BND Vanguard Total Bond Market Add +5.3% 12.21% +0.41
SCHD Schwab US DVD Equity ETF Add +2.1% 2.97% +0.13
AVIG Avantis Core Fixed Income Add +3.8% 5.82% +0.11
VXUS Vanguard Total Intl Stock Add +0.4% 7.69% +0.10
FBTC Fidelity Wise Origin Bitcoin New 0.06% +0.06
AVXC Avantis Emg MKT Ex China ETF New 0.03% +0.03
INDA iShares MSCI India ETF New 0.03% +0.03
ILF iShares Latin America 40 ETF New 0.03% +0.03
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
CMCSA Comcast Corp. Class A New 0.02% +0.02
AEP American Electric Power New 0.02% +0.02
HIG Hartford Insurance Group Inc. New 0.02% +0.02
LOW Lowe's Cos Inc. Add +0.3% 0.11% +0.02
IBM Intl Business Machines Corp. Add +0.2% 0.08% +0.01
VT Vanguard Tot World STK ETF Add +8.7% 0.18% +0.01
GWW WW Grainger Inc. Add +0.3% 0.13% +0.01
HD Home Depot Inc. Add +1.7% 0.06% +0.01
AAPL Apple Inc. Add +0.1% 0.42% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 0.09% +0.01
IWD iShares Russell 1000 Value E Add +0.0% 0.22% +0.00
NSC Norfolk Southern Corp. Add +0.2% 0.05% +0.00
DUK Duke Energy Corp. Add +0.1% 0.04% +0.00
META Meta Platforms Inc. Class A Add +2.1% 0.04% +0.00
GE General Electric Add +0.1% 0.04% +0.00
MDLZ Mondelez International Inc. Class A Add +0.4% 0.04% +0.00
UDR Udr Inc. Add +0.4% 0.03% +0.00
DFAS Dimensional US Small Cap ETF Add +0.3% 0.10% +0.00
DISV Dimensional International SM Add +0.4% 0.04% +0.00
TJX TJX Companies Inc. Add +0.4% 0.04% +0.00
COF Capital One Financial Corp. Add +0.1% 0.04% 0.00
DFAX Dimensional World Ex US Core Add +0.1% 0.05% 0.00
DFAT Dimensional US Target Value Add +0.0% 0.04% −0.00
DFUV Dimensional US Marketwide Va Add +0.3% 0.13% −0.00
COST Costco Wholesale Corp. Add +1.5% 0.03% −0.00
GUNR NT Mstar GLBL NR ETF Add +0.8% 0.03% −0.00
PG The Procter & Gamble Co. Add +0.4% 0.05% −0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% −0.00
IJH iShares Core S&P Midcap ETF Add +0.3% 0.45% −0.00
PEP Pepsico Inc. Add +0.4% 0.03% −0.00
DFSD Dimensional Short Duration Add +0.2% 0.04% −0.00
HON Honeywell International Inc. Add +0.6% 0.02% −0.00
DFIV Dimensional International Va Add +0.7% 3.32% −0.00
AMZN Amazon.com Inc. Add +1.2% 0.03% −0.00
VDE Vanguard Energy ETF Add +1.6% 0.05% −0.00
GOOG Alphabet Inc. Class C Add +3.1% 0.03% −0.00
BIV Vanguard Intermediate-Term B Add +1.3% 4.51% −0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.27% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.32% −0.00
MRK Merck & Co. Inc. Add +0.8% 0.04% −0.01
DFNM Dimensional National Muni BD Add +1.8% 0.42% −0.01

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