Verus Financial Partners, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Verus Financial Partners, Inc. reported 97 stock positions worth $890.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.1%) and Avantis Short-Term Fixed (AVSF, 7.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 40 and reduced 37. The biggest buy was Avantis Short-Term Fixed (AVSF, shares +3%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −2%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$890.8M (Q4 2024)
SEC Filing
0001481714-25-000002 ↗ filed Jan 24, 2025

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 Q3 2024 Q4 2024: $890.8M $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 97 stocks · $890.8M
VTI VG Morningstar TS MKT ETF-US 23.80% 737,905 $212.0M Reduce -0.9%
BND Vanguard Total Bond Market 12.13% 1,517,000 $108.1M Add +2.3%
AVSF Avantis Short-Term Fixed Inc. 7.38% 1,429,467 $65.7M Add +2.8%
VXUS Vanguard Total Intl Stock 7.25% 1,109,780 $64.6M Add +2.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 6.40% 291,822 $57.0M Reduce -0.3%
AVIG Avantis Core Fixed Income 5.75% 1,274,559 $51.2M Add +1.9%
MGC Vngrd Mrngstr MG Cap ETF-Usd 5.10% 215,745 $45.5M Reduce -3.4%
BIV Vanguard Intermediate-Term B 4.41% 530,891 $39.2M Add +1.1%
VEU Vanguard Ftse All-World Ex-U 4.30% 676,428 $38.3M Reduce -2.2%
DFIV Dimensional International Va 3.22% 811,296 $28.7M Add +1.3%
IVV iShares Core S&P 500 ETF 3.15% 48,066 $28.0M Reduce -2.0%
SCHD Schwab US DVD Equity ETF 2.94% 968,987 $26.2M Add +0.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.26% 75,280 $20.1M Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.33% 237,545 $11.8M Add +3.4%
IXUS iShares Core Intl Stock ETF 1.24% 169,537 $11.1M Reduce -5.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.91% 30,756 $8.1M Reduce -4.5%
DVY iShares Select Dividend ETF 0.86% 59,893 $7.7M Reduce -4.7%
IJH iShares Core S&P Midcap ETF 0.46% 65,764 $4.1M Reduce -1.6%
DFNM Dimensional National Muni BD 0.43% 80,692 $3.8M Add +1.6%
AAPL Apple Inc. 0.41% 15,599 $3.7M Reduce -8.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 5,110 $3.0M Add +0.0%
PM Philip Morris International 0.33% 24,925 $2.9M Add +0.0%
MO Altria Group Inc. 0.31% 54,172 $2.8M Add +0.0%
VOO Vanguard S&P 500 ETF 0.29% 4,768 $2.5M Add +0.1%
IWD iShares Russell 1000 Value E 0.22% 10,732 $2.0M Add +0.0%
DFCF Dimensional Core Fixed Inc. 0.20% 43,622 $1.8M Add +22.5%
VTHR Vanguard Russell 3000 0.19% 6,627 $1.7M Reduce -7.2%
VGSH Vanguard Short-Term Treasury 0.19% 29,164 $1.7M Reduce -7.2%
HCA HCA Healthcare Inc. 0.18% 5,300 $1.6M No change
VT Vanguard Tot World STK ETF 0.18% 13,758 $1.6M Add +1.8%
VUSB Vanguard Ultra Short Bond Et 0.16% 28,065 $1.4M Add +5.0%
MSFT Microsoft Corp. 0.15% 3,123 $1.3M Reduce -0.6%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.14% 1,170 $1.2M No change
QCOM Qualcomm Inc. 0.13% 7,649 $1.2M New
DFUV Dimensional US Marketwide Va 0.12% 26,420 $1.1M Reduce -6.0%
BDN Brandywine Realty Trust 0.12% 212,255 $1.0M No change
VB Vanguard Most SM-Cap ETF-Usd 0.11% 4,293 $1.0M Reduce -3.5%
XOM Exxon Mobil Corp. 0.11% 9,291 $990K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.11% 2,362 $940K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 4,265 $937K Add +26.8%
DFAS Dimensional US Small Cap ETF 0.10% 13,952 $895K Add +0.3%
FBTC Fidelity Wise Origin Bitcoin 0.10% 10,447 $864K Add +2.9%
LOW Lowe's Cos Inc. 0.10% 3,466 $859K Reduce -9.6%
D Dominion Energy Inc. 0.10% 15,956 $852K Add +5.6%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,833 $811K No change
AVIV Avantis Intl LRG Cap Val ETF 0.08% 13,579 $700K Add +1.3%
ELV Elevance Health Inc. 0.07% 1,666 $635K Reduce -2.8%
ABBV Abbvie Inc. 0.07% 3,485 $610K Add +0.2%
JNJ Johnson & Johnson 0.06% 4,001 $568K Reduce -7.6%
NDAQ Nasdaq Inc. 0.06% 7,391 $561K No change
KMX Carmax Inc. 0.06% 6,733 $527K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 10,935 $493K Reduce -0.1%
HD Home Depot Inc. 0.05% 1,242 $484K Add +0.5%
SO The Southern Co. 0.05% 5,950 $484K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,154 $470K No change
NSC Norfolk Southern Corp. 0.05% 1,987 $465K Add +0.1%
MCK McKesson Corp. 0.05% 790 $460K Reduce -12.3%
JPM JPMorgan Chase & Co. 0.05% 1,909 $458K Add +0.1%
GOOGL Alphabet Inc. Class A 0.05% 2,216 $426K Add +0.4%
VDE Vanguard Energy ETF 0.05% 3,320 $415K Add +0.8%
DFAX Dimensional World Ex US Core 0.05% 16,687 $410K Add +0.1%
COF Capital One Financial Corp. 0.04% 2,219 $389K Reduce -19.9%
PG The Procter & Gamble Co. 0.04% 2,451 $389K Reduce -14.0%
QQQ Invesco QQQ Trust Series 1 0.04% 760 $386K Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 3,196 $384K Reduce -0.4%
IBIT iShares Bitcoin Trust ETF 0.04% 7,122 $383K No change
DUK Duke Energy Corp. 0.04% 3,521 $373K Add +0.1%
DFAT Dimensional US Target Value 0.04% 6,767 $370K Add +0.1%
META Meta Platforms Inc. Class A 0.04% 584 $360K Reduce -6.6%
DFUS Dimensional US Eq MKT ETF 0.04% 5,410 $342K Add +0.1%
MRK Merck & Co. Inc. 0.04% 3,442 $342K Reduce -2.0%
DFSD Dimensional Short Duration 0.04% 7,308 $342K Add +0.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $341K No change
AMZN Amazon.com Inc. 0.04% 1,475 $323K Add +5.1%
CAT Caterpillar Inc. 0.04% 914 $321K No change
COST Costco Wholesale Corp. 0.04% 338 $317K Reduce -2.3%
DISV Dimensional International SM 0.04% 11,986 $313K Add +0.6%
GE General Electric filed as GE AEROSPACE 0.03% 1,799 $309K Add +0.1%
NVDA Nvidia Corp. 0.03% 2,270 $309K New
AVXC Avantis Emg MKT Ex China ETF 0.03% 5,651 $279K No change
MDLZ Mondelez International Inc. Class A 0.03% 4,888 $275K Reduce -4.5%
MCD McDonald's Corp. 0.03% 955 $270K Reduce -0.4%
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $268K No change
INDA iShares MSCI India ETF 0.03% 5,199 $266K Add +0.7%
MMS Maximus Inc. 0.03% 3,442 $264K Reduce -31.8%
CSX CSX Corp. 0.03% 8,192 $260K No change
UDR Udr Inc. 0.03% 6,320 $253K Reduce -7.0%
PEP Pepsico Inc. 0.03% 1,768 $252K Reduce -0.4%
ILF iShares Latin America 40 ETF 0.03% 11,774 $249K Add +3.1%
PFE Pfizer Inc. 0.03% 9,292 $248K Reduce -2.4%
GOOG Alphabet Inc. Class C 0.03% 1,266 $245K Reduce -12.1%
KO The Coca-Cola Co. 0.03% 3,993 $244K No change
GUNR NT Mstar GLBL NR ETF 0.03% 6,353 $234K Add +0.9%
HON Honeywell International Inc. 0.02% 1,011 $221K Reduce -0.6%
CVX Chevron Corp. 0.02% 1,405 $215K Reduce -17.8%
WMT Walmart Inc. 0.02% 2,235 $208K New
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change

Portfolio Sells Q3 2024 → Q4 2024
VEU Vanguard Ftse All-World Ex-U Reduce -2.2% 4.30% −0.46
IXUS iShares Core Intl Stock ETF Reduce -5.1% 1.24% −0.17
DVY iShares Select Dividend ETF Reduce -4.7% 0.86% −0.06
BN Brookfield Corp. Sold out 0.00% −0.03
ELV Elevance Health Inc. Reduce -2.8% 0.07% −0.02
CMCSA Comcast Corp. Class A Sold out 0.00% −0.02
AEP American Electric Power Sold out 0.00% −0.02
HIG Hartford Insurance Group Inc. Sold out 0.00% −0.02
MMS Maximus Inc. Reduce -31.8% 0.03% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.5% 0.91% −0.02
LOW Lowe's Cos Inc. Reduce -9.6% 0.10% −0.02
JNJ Johnson & Johnson Reduce -7.6% 0.06% −0.01
VGSH Vanguard Short-Term Treasury Reduce -7.2% 0.19% −0.01
XOM Exxon Mobil Corp. Reduce -0.1% 0.11% −0.01
PG The Procter & Gamble Co. Reduce -14.0% 0.04% −0.01
MDLZ Mondelez International Inc. Class A Reduce -4.5% 0.03% −0.01
DFUV Dimensional US Marketwide Va Reduce -6.0% 0.12% −0.01
MRK Merck & Co. Inc. Reduce -2.0% 0.04% −0.01
VTHR Vanguard Russell 3000 Reduce -7.2% 0.19% −0.01
AAPL Apple Inc. Reduce -8.0% 0.41% −0.01
PEP Pepsico Inc. Reduce -0.4% 0.03% −0.01
UDR Udr Inc. Reduce -7.0% 0.03% −0.01
CVX Chevron Corp. Reduce -17.8% 0.02% −0.00
PFE Pfizer Inc. Reduce -2.4% 0.03% −0.00
MCD McDonald's Corp. Reduce -0.4% 0.03% −0.00
COF Capital One Financial Corp. Reduce -19.9% 0.04% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.5% 0.11% +0.00
GOOG Alphabet Inc. Class C Reduce -12.1% 0.03% +0.00
META Meta Platforms Inc. Class A Reduce -6.6% 0.04% +0.00
HON Honeywell International Inc. Reduce -0.6% 0.02% +0.00
MSFT Microsoft Corp. Reduce -0.6% 0.15% +0.00
TJX TJX Companies Inc. Reduce -0.4% 0.04% +0.00
COST Costco Wholesale Corp. Reduce -2.3% 0.04% +0.00
MCK McKesson Corp. Reduce -12.3% 0.05% +0.00
IJH iShares Core S&P Midcap ETF Reduce -1.6% 0.46% +0.00
BAC Bank of America Corp. Reduce -0.1% 0.06% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.3% 6.40% +0.02
IVV iShares Core S&P 500 ETF Reduce -2.0% 3.15% +0.08
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.5% 2.26% +0.10
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -3.4% 5.10% +0.10
VTI VG Morningstar TS MKT ETF-US Reduce -0.9% 23.80% +0.92

Portfolio Buys Q3 2024 → Q4 2024
AVSF Avantis Short-Term Fixed Inc. Add +2.8% 7.38% +0.22
QCOM Qualcomm Inc. New 0.13% +0.13
VTEB Vanguard Tax-Exempt Bond ETF Add +3.4% 1.33% +0.04
FBTC Fidelity Wise Origin Bitcoin Add +2.9% 0.10% +0.04
NVDA Nvidia Corp. New 0.03% +0.03
DFCF Dimensional Core Fixed Inc. Add +22.5% 0.20% +0.03
IBM Intl Business Machines Corp. Add +26.8% 0.11% +0.02
WMT Walmart Inc. New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.33% +0.01
VOO Vanguard S&P 500 ETF Add +0.1% 0.29% +0.01
VUSB Vanguard Ultra Short Bond Et Add +5.0% 0.16% +0.01
DFNM Dimensional National Muni BD Add +1.6% 0.43% +0.01
JPM JPMorgan Chase & Co. Add +0.1% 0.05% +0.01
AMZN Amazon.com Inc. Add +5.1% 0.04% +0.01
GOOGL Alphabet Inc. Class A Add +0.4% 0.05% +0.01
MO Altria Group Inc. Add +0.0% 0.31% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.04% +0.00
VT Vanguard Tot World STK ETF Add +1.8% 0.18% +0.00
DFAS Dimensional US Small Cap ETF Add +0.3% 0.10% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% +0.00
VDE Vanguard Energy ETF Add +0.8% 0.05% +0.00
DFAT Dimensional US Target Value Add +0.1% 0.04% +0.00
DFSD Dimensional Short Duration Add +0.4% 0.04% +0.00
D Dominion Energy Inc. Add +5.6% 0.10% −0.00
HD Home Depot Inc. Add +0.5% 0.05% −0.00
IWD iShares Russell 1000 Value E Add +0.0% 0.22% −0.00
PM Philip Morris International Add +0.0% 0.33% −0.00
NSC Norfolk Southern Corp. Add +0.1% 0.05% −0.00
GE General Electric Add +0.1% 0.03% −0.00
DISV Dimensional International SM Add +0.6% 0.04% −0.00
GUNR NT Mstar GLBL NR ETF Add +0.9% 0.03% −0.00
DUK Duke Energy Corp. Add +0.1% 0.04% −0.00
INDA iShares MSCI India ETF Add +0.7% 0.03% −0.00
DFAX Dimensional World Ex US Core Add +0.1% 0.05% −0.00
AVIV Avantis Intl LRG Cap Val ETF Add +1.3% 0.08% −0.00
ILF iShares Latin America 40 ETF Add +3.1% 0.03% −0.00
ABBV Abbvie Inc. Add +0.2% 0.07% −0.01
SCHD Schwab US DVD Equity ETF Add +0.7% 2.94% −0.03
AVIG Avantis Core Fixed Income Add +1.9% 5.75% −0.07
BND Vanguard Total Bond Market Add +2.3% 12.13% −0.07
BIV Vanguard Intermediate-Term B Add +1.1% 4.41% −0.10
DFIV Dimensional International Va Add +1.3% 3.22% −0.10
VXUS Vanguard Total Intl Stock Add +2.1% 7.25% −0.43

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