Verus Financial Partners, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Verus Financial Partners, Inc. reported 111 stock positions worth $981.5 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, 11.8%) and Vanguard Total Intl Stock (VXUS, 7.6%). Compared with Q1 2025, it opened 7 new positions, added to 59 and reduced 27. The biggest buy was a new position in Avantis US Large Cap Value (AVLV) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −49%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$981.5M (Q2 2025)
SEC Filing
0001481714-25-000006 ↗ filed Jul 21, 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 Q1 2025 Q2 2025: $981.5M $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 111 stocks · $981.5M
VTI VG Morningstar TS MKT ETF-US 23.84% 760,857 $234.0M Add +2.0%
BND Vanguard Total Bond Market 11.83% 1,588,404 $116.1M Add +3.3%
VXUS Vanguard Total Intl Stock 7.61% 1,076,225 $74.7M Reduce -1.3%
AVSF Avantis Short-Term Fixed Inc. 7.17% 1,502,977 $70.3M Add +2.9%
AVIG Avantis Core Fixed Income 5.70% 1,354,347 $55.9M Add +3.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.81% 208,041 $47.2M Reduce -0.8%
VEU Vanguard Ftse All-World Ex-U 4.49% 653,201 $44.1M Reduce -1.0%
BIV Vanguard Intermediate-Term B 4.36% 558,110 $42.8M Add +2.8%
DFIV Dimensional International Va 3.79% 854,083 $37.2M Add +2.6%
IVV iShares Core S&P 500 ETF 3.11% 48,758 $30.6M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.04% 148,415 $29.9M Reduce -49.3%
AVLV Avantis US Large Cap Value 2.95% 416,887 $28.9M New
SCHD Schwab US DVD Equity ETF 2.83% 1,016,613 $27.7M Add +2.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.10% 71,721 $20.6M Reduce -0.6%
IXUS iShares Core Intl Stock ETF 1.24% 156,155 $12.1M Reduce -1.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.91% 182,517 $8.9M Reduce -30.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.86% 29,947 $8.5M Reduce -0.8%
DVY iShares Select Dividend ETF 0.81% 58,321 $7.9M Add +0.2%
VCRM Vanguard Core Tax-Ex Bond 0.51% 68,215 $5.0M New
DFNM Dimensional National Muni BD 0.45% 94,002 $4.5M Add +10.9%
PM Philip Morris International 0.44% 24,367 $4.3M Reduce -3.1%
IJH iShares Core S&P Midcap ETF 0.41% 62,554 $4.0M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 5,116 $3.2M Add +3.5%
MO Altria Group Inc. 0.31% 53,468 $3.1M Reduce -0.8%
AAPL Apple Inc. 0.31% 14,528 $3.1M Reduce -2.9%
VOO Vanguard S&P 500 ETF 0.29% 4,897 $2.8M Add +0.1%
VTHR Vanguard Russell 3000 0.23% 8,358 $2.3M Add +1.3%
IWD iShares Russell 1000 Value E 0.21% 10,734 $2.1M Add +0.0%
HCA HCA Healthcare Inc. 0.20% 5,300 $2.0M No change
VT Vanguard Tot World STK ETF 0.19% 14,736 $1.9M Add +0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 6,483 $1.9M Reduce -2.0%
DFCF Dimensional Core Fixed Inc. 0.18% 43,109 $1.8M Add +0.6%
VGSH Vanguard Short-Term Treasury 0.18% 30,682 $1.8M Reduce -0.6%
MSFT Microsoft Corp. 0.17% 3,349 $1.7M Add +3.2%
VUSB Vanguard Ultra Short Bond Et 0.14% 27,912 $1.4M Reduce -0.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.13% 1,177 $1.2M Add +0.3%
BDN Brandywine Realty Trust 0.12% 273,349 $1.1M Add +28.8%
DFUV Dimensional US Marketwide Va 0.12% 26,314 $1.1M Add +0.4%
D Dominion Energy Inc. 0.11% 19,323 $1.1M Add +20.9%
XOM Exxon Mobil Corp. 0.11% 9,550 $1.1M Reduce -5.1%
FBTC Fidelity Wise Origin Bitcoin 0.10% 10,447 $1.0M No change
IWF iShares Russell 1000 Growth 0.10% 2,362 $1.0M No change
VB Vanguard Most SM-Cap ETF-Usd 0.10% 4,098 $998K Reduce -1.4%
DFAS Dimensional US Small Cap ETF 0.09% 14,020 $921K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,868 $895K Add +1.9%
QCOM Qualcomm Inc. 0.09% 5,504 $877K No change
AVIV Avantis Intl LRG Cap Val ETF 0.09% 13,825 $871K Add +1.8%
JPM JPMorgan Chase & Co. 0.09% 3,054 $865K Add +38.8%
LOW Lowe's Cos Inc. 0.08% 3,476 $784K Add +0.0%
JNJ Johnson & Johnson 0.07% 4,168 $651K Reduce -2.5%
NDAQ Nasdaq Inc. 0.07% 7,150 $642K Reduce -3.3%
IBIT iShares Bitcoin Trust ETF 0.06% 9,122 $580K Add +5.8%
ELV Elevance Health Inc. 0.06% 1,667 $577K Add +0.1%
MCK McKesson Corp. 0.06% 790 $575K No change
QQQ Invesco QQQ Trust Series 1 0.06% 1,011 $562K Add +32.0%
META Meta Platforms Inc. Class A 0.06% 766 $561K Add +15.7%
SO The Southern Co. 0.06% 5,950 $547K No change
AMZN Amazon.com Inc. 0.05% 2,407 $536K Add +27.1%
NSC Norfolk Southern Corp. 0.05% 1,994 $519K Add +0.1%
COF Capital One Financial Corp. 0.05% 2,349 $512K Add +12.0%
ABBV Abbvie Inc. 0.05% 2,636 $502K Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 10,595 $496K No change
DFAX Dimensional World Ex US Core 0.05% 16,724 $495K Add +0.2%
DISV Dimensional International SM 0.05% 14,632 $489K Add +1.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,102 $488K Reduce -4.0%
GOOGL Alphabet Inc. Class A 0.05% 2,710 $479K Add +9.2%
GE General Electric filed as GE AEROSPACE 0.05% 1,826 $457K Add +1.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 3,625 $455K Add +4.4%
KMX Carmax Inc. 0.04% 6,461 $435K Reduce -4.0%
HD Home Depot Inc. 0.04% 1,156 $429K Add +3.0%
PG The Procter & Gamble Co. 0.04% 2,722 $429K Add +12.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,390 $426K Reduce -1.6%
NVDA Nvidia Corp. 0.04% 2,586 $421K Add +30.9%
VDE Vanguard Energy ETF 0.04% 3,370 $416K Add +0.8%
DUK Duke Energy Corp. 0.04% 3,548 $416K Add +0.7%
DFUS Dimensional US Eq MKT ETF 0.04% 5,431 $368K Add +0.3%
CAT Caterpillar Inc. 0.04% 914 $368K No change
VZ Verizon Communications Inc. 0.04% 8,327 $355K Add +69.2%
DFSD Dimensional Short Duration 0.04% 7,329 $352K Add +0.2%
DFAT Dimensional US Target Value 0.04% 6,253 $352K Add +0.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $344K No change
WTV Wisdomtree U.S. Value Fund 0.03% 3,918 $343K No change
MDLZ Mondelez International Inc. Class A 0.03% 4,895 $327K Reduce -3.4%
AVXC Avantis Emg MKT Ex China ETF 0.03% 5,651 $322K No change
AVGO Broadcom Inc. 0.03% 1,137 $316K New
WMT Walmart Inc. 0.03% 3,264 $316K Add +17.3%
ILF iShares Latin America 40 ETF 0.03% 11,978 $311K Add +1.7%
COST Costco Wholesale Corp. 0.03% 316 $311K Add +4.3%
MCD McDonald's Corp. 0.03% 1,040 $305K Add +8.9%
MRK Merck & Co. Inc. 0.03% 3,469 $290K Add +3.0%
INDA iShares MSCI India ETF 0.03% 5,199 $289K No change
YUM Yum! Brands Inc. 0.03% 1,907 $288K New
KO The Coca-Cola Co. 0.03% 3,993 $277K No change
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $274K No change
HON Honeywell International Inc. 0.03% 1,126 $269K Add +10.6%
GUNR NT Mstar GLBL NR ETF 0.03% 6,453 $264K Add +0.9%
UDR Udr Inc. 0.03% 6,372 $259K Add +0.4%
V Visa Inc. Class A 0.03% 719 $257K Add +13.9%
CVX Chevron Corp. 0.03% 1,678 $257K No change
MMS Maximus Inc. 0.02% 3,387 $244K Add +6.7%
CMCSA Comcast Corp. Class A 0.02% 6,797 $242K Add +15.4%
PEP Pepsico Inc. 0.02% 1,800 $242K Reduce -19.5%
GOOG Alphabet Inc. Class C 0.02% 1,353 $240K No change
GEV GE Vernova Inc. 0.02% 446 $239K New
PFE Pfizer Inc. 0.02% 9,292 $237K No change
ABT Abbott Laboratories 0.02% 1,781 $237K Reduce -4.4%
AEP American Electric Power 0.02% 2,144 $225K Reduce -4.7%
WFC Wells Fargo & Co. 0.02% 2,661 $218K New
HIG Hartford Insurance Group Inc. 0.02% 1,764 $215K Add +0.3%
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $205K No change
ADP Automatic Data Processing 0.02% 649 $200K New

Portfolio Sells Q1 2025 → Q2 2025
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -49.3% 3.04% −2.74
VTEB Vanguard Tax-Exempt Bond ETF Reduce -30.5% 0.91% −0.55
MO Altria Group Inc. Reduce -0.8% 0.31% −0.04
AAPL Apple Inc. Reduce -2.9% 0.31% −0.03
VGSH Vanguard Short-Term Treasury Reduce -0.6% 0.18% −0.02
PM Philip Morris International Reduce -3.1% 0.44% −0.02
VUSB Vanguard Ultra Short Bond Et Reduce -0.0% 0.14% −0.02
PEP Pepsico Inc. Reduce -19.5% 0.02% −0.01
JNJ Johnson & Johnson Reduce -2.5% 0.07% −0.01
KMX Carmax Inc. Reduce -4.0% 0.04% −0.01
XOM Exxon Mobil Corp. Reduce -5.1% 0.11% −0.01
MDLZ Mondelez International Inc. Class A Reduce -3.4% 0.03% −0.01
AEP American Electric Power Reduce -4.7% 0.02% −0.00
ABT Abbott Laboratories Reduce -4.4% 0.02% −0.00
IXUS iShares Core Intl Stock ETF Reduce -1.4% 1.24% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.6% 0.04% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.0% 0.05% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.4% 0.10% +0.00
NDAQ Nasdaq Inc. Reduce -3.3% 0.07% +0.00
IJH iShares Core S&P Midcap ETF Reduce -1.2% 0.41% +0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.0% 4.49% +0.01
IBM Intl Business Machines Corp. Reduce -2.0% 0.19% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.8% 0.86% +0.02
VXUS Vanguard Total Intl Stock Reduce -1.3% 7.61% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.6% 2.10% +0.07
IVV iShares Core S&P 500 ETF Reduce -0.2% 3.11% +0.11
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -0.8% 4.81% +0.16

Portfolio Buys Q1 2025 → Q2 2025
AVLV Avantis US Large Cap Value New 2.95% +2.95
VTI VG Morningstar TS MKT ETF-US Add +2.0% 23.84% +1.40
VCRM Vanguard Core Tax-Ex Bond New 0.51% +0.51
DFIV Dimensional International Va Add +2.6% 3.79% +0.16
AVGO Broadcom Inc. New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +38.8% 0.09% +0.03
YUM Yum! Brands Inc. New 0.03% +0.03
MSFT Microsoft Corp. Add +3.2% 0.17% +0.03
BDN Brandywine Realty Trust Add +28.8% 0.12% +0.03
GEV GE Vernova Inc. New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +3.5% 0.33% +0.02
WFC Wells Fargo & Co. New 0.02% +0.02
ADP Automatic Data Processing New 0.02% +0.02
META Meta Platforms Inc. Class A Add +15.7% 0.06% +0.02
NVDA Nvidia Corp. Add +30.9% 0.04% +0.02
QQQ Invesco QQQ Trust Series 1 Add +32.0% 0.06% +0.02
AMZN Amazon.com Inc. Add +27.1% 0.05% +0.02
D Dominion Energy Inc. Add +20.9% 0.11% +0.01
COF Capital One Financial Corp. Add +12.0% 0.05% +0.01
VTHR Vanguard Russell 3000 Add +1.3% 0.23% +0.01
IBIT iShares Bitcoin Trust ETF Add +5.8% 0.06% +0.01
VZ Verizon Communications Inc. Add +69.2% 0.04% +0.01
VOO Vanguard S&P 500 ETF Add +0.1% 0.29% +0.01
GE General Electric Add +1.5% 0.05% +0.01
VT Vanguard Tot World STK ETF Add +0.9% 0.19% +0.01
DFAS Dimensional US Small Cap ETF Add +0.3% 0.09% +0.01
GOOGL Alphabet Inc. Class A Add +9.2% 0.05% +0.00
HON Honeywell International Inc. Add +10.6% 0.03% +0.00
NSC Norfolk Southern Corp. Add +0.1% 0.05% +0.00
DISV Dimensional International SM Add +1.8% 0.05% +0.00
AVIV Avantis Intl LRG Cap Val ETF Add +1.8% 0.09% +0.00
WMT Walmart Inc. Add +17.3% 0.03% +0.00
DFAT Dimensional US Target Value Add +0.0% 0.04% +0.00
V Visa Inc. Class A Add +13.9% 0.03% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.3% 0.04% +0.00
CMCSA Comcast Corp. Class A Add +15.4% 0.02% +0.00
DFAX Dimensional World Ex US Core Add +0.2% 0.05% +0.00
ILF iShares Latin America 40 ETF Add +1.7% 0.03% +0.00
VDE Vanguard Energy ETF Add +0.8% 0.04% +0.00
DFUV Dimensional US Marketwide Va Add +0.4% 0.12% +0.00
MMS Maximus Inc. Add +6.7% 0.02% +0.00
DFNM Dimensional National Muni BD Add +10.9% 0.45% +0.00
GUNR NT Mstar GLBL NR ETF Add +0.9% 0.03% +0.00
MRK Merck & Co. Inc. Add +3.0% 0.03% −0.00
HIG Hartford Insurance Group Inc. Add +0.3% 0.02% −0.00
HD Home Depot Inc. Add +3.0% 0.04% −0.00
ABBV Abbvie Inc. Add +0.2% 0.05% −0.00
COST Costco Wholesale Corp. Add +4.3% 0.03% −0.00
PG The Procter & Gamble Co. Add +12.7% 0.04% −0.00
IWD iShares Russell 1000 Value E Add +0.0% 0.21% −0.00

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