Verus Financial Partners, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Verus Financial Partners, Inc. reported 104 stock positions worth $876.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.7%) and Avantis Short-Term Fixed (AVSF, 7.7%). Compared with Q4 2024, it opened 8 new positions, sold out of 1, added to 47 and reduced 27. The biggest buy was Vanguard Total Bond Market (BND, shares +1%) and the biggest sale Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares −3%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$876.7M (Q1 2025)
SEC Filing
0001481714-25-000005 ↗ filed May 5, 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 Q4 2024 Q1 2025: $876.7M $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 104 stocks · $876.7M
VTI VG Morningstar TS MKT ETF-US 22.44% 746,116 $196.7M Add +1.1%
BND Vanguard Total Bond Market 12.74% 1,538,057 $111.7M Add +1.4%
AVSF Avantis Short-Term Fixed Inc. 7.74% 1,460,316 $67.9M Add +2.2%
VXUS Vanguard Total Intl Stock 7.59% 1,090,016 $66.5M Reduce -1.8%
AVIG Avantis Core Fixed Income 6.11% 1,312,045 $53.5M Add +2.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 5.79% 292,782 $50.7M Add +0.3%
BIV Vanguard Intermediate-Term B 4.69% 542,936 $41.2M Add +2.3%
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.65% 209,707 $40.7M Reduce -2.8%
VEU Vanguard Ftse All-World Ex-U 4.48% 660,018 $39.3M Reduce -2.4%
DFIV Dimensional International Va 3.63% 832,141 $31.8M Add +2.6%
IVV iShares Core S&P 500 ETF 3.01% 48,837 $26.4M Add +1.6%
SCHD Schwab US DVD Equity ETF 2.87% 989,398 $25.2M Add +2.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.03% 72,134 $17.8M Reduce -4.2%
VTEB Vanguard Tax-Exempt Bond ETF 1.46% 262,629 $12.8M Add +10.6%
IXUS iShares Core Intl Stock ETF 1.24% 158,384 $10.9M Reduce -6.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.85% 30,177 $7.4M Reduce -1.9%
DVY iShares Select Dividend ETF 0.84% 58,185 $7.3M Reduce -2.9%
PM Philip Morris International 0.46% 25,148 $4.0M Add +0.9%
DFNM Dimensional National Muni BD 0.45% 84,788 $4.0M Add +5.1%
IJH iShares Core S&P Midcap ETF 0.40% 63,328 $3.5M Reduce -3.7%
MO Altria Group Inc. 0.35% 53,897 $3.1M Reduce -0.5%
AAPL Apple Inc. 0.35% 14,966 $3.0M Reduce -4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 4,942 $2.7M Reduce -3.3%
VOO Vanguard S&P 500 ETF 0.28% 4,894 $2.4M Add +2.6%
VTHR Vanguard Russell 3000 0.22% 8,250 $2.0M Add +24.5%
IWD iShares Russell 1000 Value E 0.22% 10,733 $1.9M Add +0.0%
VGSH Vanguard Short-Term Treasury 0.21% 30,857 $1.8M Add +5.8%
DFCF Dimensional Core Fixed Inc. 0.20% 42,870 $1.8M Reduce -1.7%
HCA HCA Healthcare Inc. 0.20% 5,300 $1.8M No change
VT Vanguard Tot World STK ETF 0.19% 14,604 $1.6M Add +6.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 6,615 $1.6M Add +55.1%
VUSB Vanguard Ultra Short Bond Et 0.16% 27,921 $1.4M Reduce -0.5%
MSFT Microsoft Corp. 0.14% 3,244 $1.3M Add +3.9%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.13% 1,174 $1.2M Add +0.3%
XOM Exxon Mobil Corp. 0.12% 10,061 $1.0M Add +8.3%
DFUV Dimensional US Marketwide Va 0.11% 26,215 $1.0M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,833 $968K No change
VB Vanguard Most SM-Cap ETF-Usd 0.10% 4,155 $863K Reduce -3.2%
D Dominion Energy Inc. 0.10% 15,985 $858K Add +0.2%
IWF iShares Russell 1000 Growth 0.09% 2,362 $832K No change
BDN Brandywine Realty Trust 0.09% 212,255 $792K No change
DFAS Dimensional US Small Cap ETF 0.09% 13,982 $779K Add +0.2%
FBTC Fidelity Wise Origin Bitcoin 0.09% 10,447 $767K No change
LOW Lowe's Cos Inc. 0.09% 3,475 $766K Add +0.3%
QCOM Qualcomm Inc. 0.09% 5,504 $763K Reduce -28.0%
AVIV Avantis Intl LRG Cap Val ETF 0.09% 13,579 $758K No change
ELV Elevance Health Inc. 0.08% 1,666 $729K No change
JNJ Johnson & Johnson 0.07% 4,276 $657K Add +6.9%
MCK McKesson Corp. 0.06% 790 $547K No change
SO The Southern Co. 0.06% 5,950 $542K No change
NDAQ Nasdaq Inc. 0.06% 7,391 $541K No change
JPM JPMorgan Chase & Co. 0.06% 2,200 $513K Add +15.2%
ABBV Abbvie Inc. 0.05% 2,631 $465K Reduce -24.5%
KMX Carmax Inc. 0.05% 6,733 $456K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 3,473 $446K Add +8.7%
NSC Norfolk Southern Corp. 0.05% 1,991 $433K Add +0.2%
DFAX Dimensional World Ex US Core 0.05% 16,694 $430K Add +0.0%
DUK Duke Energy Corp. 0.05% 3,523 $424K Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,148 $416K Reduce -0.5%
DISV Dimensional International SM 0.05% 14,378 $414K Add +20.0%
IBIT iShares Bitcoin Trust ETF 0.05% 8,622 $412K Add +21.1%
PG The Procter & Gamble Co. 0.05% 2,415 $407K Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 10,595 $403K Reduce -3.1%
HD Home Depot Inc. 0.05% 1,122 $397K Reduce -9.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 2,429 $396K New
GOOGL Alphabet Inc. Class A 0.04% 2,482 $388K Add +12.0%
VDE Vanguard Energy ETF 0.04% 3,344 $367K Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.04% 766 $351K Add +0.8%
DFSD Dimensional Short Duration 0.04% 7,316 $347K Add +0.1%
META Meta Platforms Inc. Class A 0.04% 662 $345K Add +13.4%
COF Capital One Financial Corp. 0.04% 2,098 $343K Reduce -5.5%
AMZN Amazon.com Inc. 0.04% 1,894 $340K Add +28.4%
MDLZ Mondelez International Inc. Class A 0.04% 5,067 $340K Add +3.7%
GE General Electric filed as GE AEROSPACE 0.04% 1,799 $334K No change
PEP Pepsico Inc. 0.04% 2,237 $320K Add +26.5%
DFUS Dimensional US Eq MKT ETF 0.04% 5,414 $314K Add +0.1%
WTV Wisdomtree U.S. Value Fund 0.03% 3,918 $302K New
MCD McDonald's Corp. 0.03% 955 $299K No change
COST Costco Wholesale Corp. 0.03% 303 $296K Reduce -10.4%
DFAT Dimensional US Target Value 0.03% 6,251 $294K Reduce -7.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 1,217 $290K No change
KO The Coca-Cola Co. 0.03% 3,993 $287K No change
AVXC Avantis Emg MKT Ex China ETF 0.03% 5,651 $270K No change
ILF iShares Latin America 40 ETF 0.03% 11,774 $270K No change
CAT Caterpillar Inc. 0.03% 914 $268K No change
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $267K No change
INDA iShares MSCI India ETF 0.03% 5,199 $266K No change
MRK Merck & Co. Inc. 0.03% 3,368 $264K Reduce -2.1%
WMT Walmart Inc. 0.03% 2,782 $261K Add +24.5%
UDR Udr Inc. 0.03% 6,345 $261K Add +0.4%
AEP American Electric Power 0.03% 2,249 $240K New
ABT Abbott Laboratories 0.03% 1,863 $235K New
GUNR NT Mstar GLBL NR ETF 0.03% 6,397 $235K Add +0.7%
CVX Chevron Corp. 0.03% 1,678 $226K Add +19.4%
NVDA Nvidia Corp. 0.03% 1,975 $222K Reduce -13.0%
VZ Verizon Communications Inc. 0.03% 4,921 $219K New
MMS Maximus Inc. 0.02% 3,173 $216K Reduce -7.8%
GOOG Alphabet Inc. Class C 0.02% 1,353 $215K Add +6.9%
V Visa Inc. Class A 0.02% 631 $212K New
PFE Pfizer Inc. 0.02% 9,292 $209K No change
HIG Hartford Insurance Group Inc. 0.02% 1,758 $206K New
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change
CMCSA Comcast Corp. Class A 0.02% 5,888 $203K New
HON Honeywell International Inc. 0.02% 1,018 $202K Add +0.7%

Portfolio Sells Q4 2024 → Q1 2025
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -2.8% 4.65% −0.46
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -4.2% 2.03% −0.23
AAPL Apple Inc. Reduce -4.1% 0.35% −0.07
IJH iShares Core S&P Midcap ETF Reduce -3.7% 0.40% −0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.9% 0.85% −0.06
QCOM Qualcomm Inc. Reduce -28.0% 0.09% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.3% 0.30% −0.03
DVY iShares Select Dividend ETF Reduce -2.9% 0.84% −0.03
CSX CSX Corp. Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.2% 0.10% −0.02
ABBV Abbvie Inc. Reduce -24.5% 0.05% −0.02
BAC Bank of America Corp. Reduce -3.1% 0.05% −0.01
NVDA Nvidia Corp. Reduce -13.0% 0.03% −0.01
HD Home Depot Inc. Reduce -9.7% 0.05% −0.01
MRK Merck & Co. Inc. Reduce -2.1% 0.03% −0.01
DFAT Dimensional US Target Value Reduce -7.6% 0.03% −0.01
DFUV Dimensional US Marketwide Va Reduce -0.8% 0.11% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 0.05% −0.01
MMS Maximus Inc. Reduce -7.8% 0.02% −0.01
COF Capital One Financial Corp. Reduce -5.5% 0.04% −0.00
IXUS iShares Core Intl Stock ETF Reduce -6.6% 1.24% −0.00
COST Costco Wholesale Corp. Reduce -10.4% 0.03% −0.00
VUSB Vanguard Ultra Short Bond Et Reduce -0.5% 0.16% +0.00
PG The Procter & Gamble Co. Reduce -1.5% 0.05% +0.00
DFCF Dimensional Core Fixed Inc. Reduce -1.7% 0.20% +0.00
MO Altria Group Inc. Reduce -0.5% 0.35% +0.04
VEU Vanguard Ftse All-World Ex-U Reduce -2.4% 4.48% +0.18
VXUS Vanguard Total Intl Stock Reduce -1.8% 7.59% +0.33

Portfolio Buys Q4 2024 → Q1 2025
BND Vanguard Total Bond Market Add +1.4% 12.74% +0.61
DFIV Dimensional International Va Add +2.6% 3.63% +0.41
AVSF Avantis Short-Term Fixed Inc. Add +2.2% 7.74% +0.36
AVIG Avantis Core Fixed Income Add +2.9% 6.11% +0.36
BIV Vanguard Intermediate-Term B Add +2.3% 4.69% +0.29
PM Philip Morris International Add +0.9% 0.46% +0.13
VTEB Vanguard Tax-Exempt Bond ETF Add +10.6% 1.46% +0.13
IBM Intl Business Machines Corp. Add +55.1% 0.18% +0.08
VTV Vanguard Mrngstr Val ETF-Aui New 0.05% +0.05
WTV Wisdomtree U.S. Value Fund New 0.03% +0.03
VTHR Vanguard Russell 3000 Add +24.5% 0.22% +0.03
AEP American Electric Power New 0.03% +0.03
ABT Abbott Laboratories New 0.03% +0.03
VZ Verizon Communications Inc. New 0.03% +0.03
V Visa Inc. Class A New 0.02% +0.02
HIG Hartford Insurance Group Inc. New 0.02% +0.02
CMCSA Comcast Corp. Class A New 0.02% +0.02
DFNM Dimensional National Muni BD Add +5.1% 0.45% +0.02
VGSH Vanguard Short-Term Treasury Add +5.8% 0.21% +0.02
DISV Dimensional International SM Add +20.0% 0.05% +0.01
JNJ Johnson & Johnson Add +6.9% 0.07% +0.01
PEP Pepsico Inc. Add +26.5% 0.04% +0.01
MDLZ Mondelez International Inc. Class A Add +3.7% 0.04% +0.01
TJX TJX Companies Inc. Add +8.7% 0.05% +0.01
VT Vanguard Tot World STK ETF Add +6.2% 0.19% +0.01
XOM Exxon Mobil Corp. Add +8.3% 0.12% +0.01
JPM JPMorgan Chase & Co. Add +15.2% 0.06% +0.01
DUK Duke Energy Corp. Add +0.1% 0.05% +0.01
WMT Walmart Inc. Add +24.5% 0.03% +0.01
IBIT iShares Bitcoin Trust ETF Add +21.1% 0.05% +0.00
DFAX Dimensional World Ex US Core Add +0.0% 0.05% +0.00
AMZN Amazon.com Inc. Add +28.4% 0.04% +0.00
D Dominion Energy Inc. Add +0.2% 0.10% +0.00
CVX Chevron Corp. Add +19.4% 0.03% +0.00
UDR Udr Inc. Add +0.4% 0.03% +0.00
DFSD Dimensional Short Duration Add +0.1% 0.04% +0.00
GUNR NT Mstar GLBL NR ETF Add +0.7% 0.03% +0.00
META Meta Platforms Inc. Class A Add +13.4% 0.04% −0.00
HON Honeywell International Inc. Add +0.7% 0.02% −0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% −0.00
NSC Norfolk Southern Corp. Add +0.2% 0.05% −0.00
GOOG Alphabet Inc. Class C Add +6.9% 0.02% −0.00
QQQ Invesco QQQ Trust Series 1 Add +0.8% 0.04% −0.00
GOOGL Alphabet Inc. Class A Add +12.0% 0.04% −0.00
IWD iShares Russell 1000 Value E Add +0.0% 0.22% −0.00
MSFT Microsoft Corp. Add +3.9% 0.14% −0.00
GWW WW Grainger Inc. Add +0.3% 0.13% −0.00
VDE Vanguard Energy ETF Add +0.7% 0.04% −0.00
LOW Lowe's Cos Inc. Add +0.3% 0.09% −0.01
VOO Vanguard S&P 500 ETF Add +2.6% 0.28% −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