Verus Financial Partners, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Verus Financial Partners, Inc. reported 121 stock positions worth $1.0 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.7%) and Vanguard Total Intl Stock (VXUS, 7.4%). Compared with Q2 2025, it opened 12 new positions, sold out of 2, added to 45 and reduced 47. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +0%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −2%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$1.0B (Q3 2025)
SEC Filing
0001481714-25-000012 ↗ filed Oct 30, 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 Q2 2025 Q3 2025: $1.0B $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 121 stocks · $1.0B
VTI VG Morningstar TS MKT ETF-US 24.12% 764,057 $250.7M Add +0.4%
BND Vanguard Total Bond Market 11.74% 1,641,680 $122.1M Add +3.4%
VXUS Vanguard Total Intl Stock 7.41% 1,049,453 $77.1M Reduce -2.5%
AVSF Avantis Short-Term Fixed Inc. 7.04% 1,549,482 $73.2M Add +3.1%
AVIG Avantis Core Fixed Income 5.67% 1,400,955 $59.0M Add +3.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.83% 205,883 $50.3M Reduce -1.0%
VEU Vanguard Ftse All-World Ex-U 4.46% 650,332 $46.4M Reduce -0.4%
BIV Vanguard Intermediate-Term B 4.30% 572,671 $44.7M Add +2.6%
DFIV Dimensional International Va 3.75% 844,896 $39.0M Reduce -1.1%
IVV iShares Core S&P 500 ETF 3.11% 48,343 $32.4M Reduce -0.8%
AVLV Avantis US Large Cap Value 2.98% 429,520 $31.0M Add +3.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.90% 144,562 $30.2M Reduce -2.6%
SCHD Schwab US DVD Equity ETF 2.72% 1,034,362 $28.2M Add +1.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.12% 71,456 $22.0M Reduce -0.4%
IXUS iShares Core Intl Stock ETF 1.22% 153,828 $12.7M Reduce -1.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.87% 180,878 $9.1M Reduce -0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.83% 29,343 $8.6M Reduce -2.0%
DVY iShares Select Dividend ETF 0.78% 56,970 $8.1M Reduce -2.3%
VCRM Vanguard Core Tax-Ex Bond 0.56% 77,596 $5.8M Add +13.8%
DFNM Dimensional National Muni BD 0.42% 90,861 $4.4M Reduce -3.3%
PM Philip Morris International 0.41% 26,509 $4.3M Add +8.8%
IJH iShares Core S&P Midcap ETF 0.39% 61,348 $4.0M Reduce -1.9%
AAPL Apple Inc. 0.34% 14,050 $3.6M Reduce -3.3%
MO Altria Group Inc. 0.34% 54,030 $3.6M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 4,971 $3.3M Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.29% 4,964 $3.0M Add +1.4%
VTHR Vanguard Russell 3000 0.23% 8,292 $2.4M Reduce -0.8%
VT Vanguard Tot World STK ETF 0.23% 17,676 $2.4M Add +19.9%
MSFT Microsoft Corp. 0.22% 4,323 $2.2M Add +29.1%
IAU iShares Gold Trust 0.21% 30,272 $2.2M New
IWD iShares Russell 1000 Value E 0.21% 10,735 $2.2M Add +0.0%
HCA HCA Healthcare Inc. 0.20% 4,770 $2.0M Reduce -10.0%
D Dominion Energy Inc. 0.18% 29,965 $1.8M Add +55.1%
DFCF Dimensional Core Fixed Inc. 0.17% 42,282 $1.8M Reduce -1.9%
VGSH Vanguard Short-Term Treasury 0.17% 30,610 $1.8M Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 5,720 $1.6M Reduce -11.8%
VUSB Vanguard Ultra Short Bond Et 0.13% 27,104 $1.4M Reduce -2.9%
DFUV Dimensional US Marketwide Va 0.11% 26,409 $1.2M Add +0.4%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.11% 1,177 $1.1M No change
IWF iShares Russell 1000 Growth 0.11% 2,362 $1.1M No change
XOM Exxon Mobil Corp. 0.11% 9,776 $1.1M Add +2.4%
BDN Brandywine Realty Trust 0.10% 253,349 $1.1M Reduce -7.3%
FBTC Fidelity Wise Origin Bitcoin 0.10% 10,447 $1.0M No change
VB Vanguard Most SM-Cap ETF-Usd 0.10% 3,975 $1.0M Reduce -3.0%
JNJ Johnson & Johnson 0.09% 5,269 $977K Add +26.4%
DFAS Dimensional US Small Cap ETF 0.09% 14,059 $962K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,872 $941K Add +0.2%
AVIV Avantis Intl LRG Cap Val ETF 0.09% 13,825 $932K No change
QCOM Qualcomm Inc. 0.09% 5,504 $916K No change
JPM JPMorgan Chase & Co. 0.09% 2,816 $888K Reduce -7.8%
LOW Lowe's Cos Inc. 0.08% 3,467 $871K Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 0.07% 1 $754K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 13,591 $701K Add +28.3%
GOOGL Alphabet Inc. Class A 0.06% 2,641 $642K Reduce -2.5%
NDAQ Nasdaq Inc. 0.06% 7,150 $632K No change
GE General Electric filed as GE AEROSPACE 0.06% 2,095 $630K Add +14.7%
ABBV Abbvie Inc. 0.06% 2,641 $611K Add +0.2%
NSC Norfolk Southern Corp. 0.06% 1,997 $600K Add +0.1%
IBIT iShares Bitcoin Trust ETF 0.06% 8,897 $578K Reduce -2.5%
SO The Southern Co. 0.05% 5,950 $564K No change
META Meta Platforms Inc. Class A 0.05% 753 $553K Reduce -1.7%
AMZN Amazon.com Inc. 0.05% 2,495 $548K Add +3.7%
ELV Elevance Health Inc. 0.05% 1,668 $539K Add +0.1%
COF Capital One Financial Corp. 0.05% 2,487 $529K Add +5.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,097 $526K Reduce -0.5%
DISV Dimensional International SM 0.05% 14,703 $525K Add +0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 3,626 $524K Add +0.0%
DFAX Dimensional World Ex US Core 0.05% 16,364 $514K Reduce -2.1%
MCD McDonald's Corp. 0.05% 1,640 $498K Add +57.7%
GLD SPDR Gold Shares 0.05% 1,372 $488K New
NVDA Nvidia Corp. 0.05% 2,596 $484K Add +0.4%
MCK McKesson Corp. 0.05% 623 $481K Reduce -21.1%
ILF iShares Latin America 40 ETF 0.04% 15,893 $459K Add +32.7%
QQQ Invesco QQQ Trust Series 1 0.04% 752 $451K Reduce -25.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,389 $445K Reduce -0.0%
CAT Caterpillar Inc. 0.04% 914 $436K No change
DUK Duke Energy Corp. 0.04% 3,517 $435K Reduce -0.9%
VDE Vanguard Energy ETF 0.04% 3,396 $427K Add +0.8%
HD Home Depot Inc. 0.04% 993 $403K Reduce -14.1%
DFUS Dimensional US Eq MKT ETF 0.04% 5,436 $394K Add +0.1%
PG The Procter & Gamble Co. 0.04% 2,509 $386K Reduce -7.8%
AVGO Broadcom Inc. 0.04% 1,137 $375K No change
VZ Verizon Communications Inc. 0.04% 8,299 $365K Reduce -0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 1,217 $362K No change
PPLT Abrdn Physical Platinum SHRS 0.03% 2,500 $357K New
WTV Wisdomtree U.S. Value Fund 0.03% 3,918 $357K No change
DFSD Dimensional Short Duration 0.03% 7,346 $354K Add +0.2%
GOOG Alphabet Inc. Class C 0.03% 1,398 $340K Add +3.3%
AVXC Avantis Emg MKT Ex China ETF 0.03% 5,651 $339K No change
WMT Walmart Inc. 0.03% 3,241 $334K Reduce -0.7%
ORCL Oracle Corp. 0.03% 1,179 $332K New
KO The Coca-Cola Co. 0.03% 4,993 $331K Add +25.0%
DFAT Dimensional US Target Value 0.03% 5,681 $331K Reduce -9.2%
GEV GE Vernova Inc. 0.03% 513 $315K Add +15.0%
MDLZ Mondelez International Inc. Class A 0.03% 4,952 $309K Add +1.2%
COST Costco Wholesale Corp. 0.03% 333 $308K Add +5.4%
TRV The Travelers Cos Inc. 0.03% 1,046 $292K New
YUM Yum! Brands Inc. 0.03% 1,907 $290K No change
GUNR NT Mstar GLBL NR ETF 0.03% 6,505 $285K Add +0.8%
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $280K No change
MRK Merck & Co. Inc. 0.03% 3,246 $272K Reduce -6.4%
INDA iShares MSCI India ETF 0.03% 5,199 $271K No change
PFE Pfizer Inc. 0.03% 10,544 $269K Add +13.5%
MMS Maximus Inc. 0.03% 2,890 $264K Reduce -14.7%
AEP American Electric Power 0.03% 2,346 $264K Add +9.4%
CVX Chevron Corp. 0.02% 1,641 $255K Reduce -2.2%
CSCO Cisco Systems Inc. 0.02% 3,696 $253K New
PEP Pepsico Inc. 0.02% 1,700 $239K Reduce -5.6%
UDR Udr Inc. 0.02% 6,400 $238K Add +0.4%
ABT Abbott Laboratories 0.02% 1,769 $237K Reduce -0.7%
HON Honeywell International Inc. 0.02% 1,120 $236K Reduce -0.5%
HIG Hartford Insurance Group Inc. 0.02% 1,764 $235K No change
VBIL Vanguard 0-3M T-Bill ETF 0.02% 3,043 $230K New
V Visa Inc. Class A 0.02% 669 $228K Reduce -7.0%
BA The Boeing Co. 0.02% 1,056 $228K New
RTX RTX Corp. 0.02% 1,356 $227K New
WFC Wells Fargo & Co. 0.02% 2,664 $223K Add +0.1%
KMX Carmax Inc. 0.02% 4,961 $223K Reduce -23.2%
VGT Vanguard Info Tech ETF 0.02% 295 $220K New
XBIL F/M US Treasury 6 Month Bill 0.02% 4,100 $206K No change
T AT&T Inc. 0.02% 7,159 $202K New

Portfolio Sells Q2 2025 → Q3 2025
VXUS Vanguard Total Intl Stock Reduce -2.5% 7.41% −0.19
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.6% 2.90% −0.14
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.9% 0.87% −0.04
DFIV Dimensional International Va Reduce -1.1% 3.75% −0.04
IBM Intl Business Machines Corp. Reduce -11.8% 0.16% −0.04
DFNM Dimensional National Muni BD Reduce -3.3% 0.42% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.0% 0.83% −0.04
DVY iShares Select Dividend ETF Reduce -2.3% 0.78% −0.03
VEU Vanguard Ftse All-World Ex-U Reduce -0.4% 4.46% −0.03
CMCSA Comcast Corp. Class A Sold out 0.00% −0.02
KMX Carmax Inc. Reduce -23.2% 0.02% −0.02
IJH iShares Core S&P Midcap ETF Reduce -1.9% 0.39% −0.02
ADP Automatic Data Processing Sold out 0.00% −0.02
IXUS iShares Core Intl Stock ETF Reduce -1.5% 1.22% −0.02
BDN Brandywine Realty Trust Reduce -7.3% 0.10% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -25.6% 0.04% −0.01
MCK McKesson Corp. Reduce -21.1% 0.05% −0.01
DFCF Dimensional Core Fixed Inc. Reduce -1.9% 0.17% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -2.9% 0.13% −0.01
VGSH Vanguard Short-Term Treasury Reduce -0.2% 0.17% −0.01
HCA HCA Healthcare Inc. Reduce -10.0% 0.20% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.8% 0.32% −0.01
PG The Procter & Gamble Co. Reduce -7.8% 0.04% −0.01
HD Home Depot Inc. Reduce -14.1% 0.04% −0.01
HON Honeywell International Inc. Reduce -0.5% 0.02% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.0% 0.10% −0.00
V Visa Inc. Class A Reduce -7.0% 0.02% −0.00
DFAT Dimensional US Target Value Reduce -9.2% 0.03% −0.00
META Meta Platforms Inc. Class A Reduce -1.7% 0.05% −0.00
IBIT iShares Bitcoin Trust ETF Reduce -2.5% 0.06% −0.00
MRK Merck & Co. Inc. Reduce -6.4% 0.03% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.8% 3.11% −0.00
JPM JPMorgan Chase & Co. Reduce -7.8% 0.09% −0.00
CVX Chevron Corp. Reduce -2.2% 0.02% −0.00
PEP Pepsico Inc. Reduce -5.6% 0.02% −0.00
ABT Abbott Laboratories Reduce -0.7% 0.02% −0.00
DFAX Dimensional World Ex US Core Reduce -2.1% 0.05% −0.00
VZ Verizon Communications Inc. Reduce -0.3% 0.04% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.0% 0.04% −0.00
DUK Duke Energy Corp. Reduce -0.9% 0.04% −0.00
VTHR Vanguard Russell 3000 Reduce -0.8% 0.23% −0.00
WMT Walmart Inc. Reduce -0.7% 0.03% −0.00
MMS Maximus Inc. Reduce -14.7% 0.03% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 0.05% +0.00
LOW Lowe's Cos Inc. Reduce -0.3% 0.08% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.4% 2.12% +0.01
GOOGL Alphabet Inc. Class A Reduce -2.5% 0.06% +0.01
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -1.0% 4.83% +0.03
AAPL Apple Inc. Reduce -3.3% 0.34% +0.03

Portfolio Buys Q2 2025 → Q3 2025
VTI VG Morningstar TS MKT ETF-US Add +0.4% 24.12% +0.28
IAU iShares Gold Trust New 0.21% +0.21
BRK.A Berkshire Hathaway Inc. Class A New 0.07% +0.07
D Dominion Energy Inc. Add +55.1% 0.18% +0.06
VCRM Vanguard Core Tax-Ex Bond Add +13.8% 0.56% +0.05
GLD SPDR Gold Shares New 0.05% +0.05
MSFT Microsoft Corp. Add +29.1% 0.22% +0.04
VT Vanguard Tot World STK ETF Add +19.9% 0.23% +0.04
AVLV Avantis US Large Cap Value Add +3.0% 2.98% +0.04
PPLT Abrdn Physical Platinum SHRS New 0.03% +0.03
ORCL Oracle Corp. New 0.03% +0.03
MO Altria Group Inc. Add +1.1% 0.34% +0.03
TRV The Travelers Cos Inc. New 0.03% +0.03
JNJ Johnson & Johnson Add +26.4% 0.09% +0.03
CSCO Cisco Systems Inc. New 0.02% +0.02
VBIL Vanguard 0-3M T-Bill ETF New 0.02% +0.02
BA The Boeing Co. New 0.02% +0.02
RTX RTX Corp. New 0.02% +0.02
VGT Vanguard Info Tech ETF New 0.02% +0.02
T AT&T Inc. New 0.02% +0.02
BAC Bank of America Corp. Add +28.3% 0.07% +0.02
MCD McDonald's Corp. Add +57.7% 0.05% +0.02
GE General Electric Add +14.7% 0.06% +0.01
ILF iShares Latin America 40 ETF Add +32.7% 0.04% +0.01
GOOG Alphabet Inc. Class C Add +3.3% 0.03% +0.01
ABBV Abbvie Inc. Add +0.2% 0.06% +0.01
VOO Vanguard S&P 500 ETF Add +1.4% 0.29% +0.01
GEV GE Vernova Inc. Add +15.0% 0.03% +0.01
NSC Norfolk Southern Corp. Add +0.1% 0.06% +0.00
TJX TJX Companies Inc. Add +0.0% 0.05% +0.00
NVDA Nvidia Corp. Add +0.4% 0.05% +0.00
KO The Coca-Cola Co. Add +25.0% 0.03% +0.00
AEP American Electric Power Add +9.4% 0.03% +0.00
PFE Pfizer Inc. Add +13.5% 0.03% +0.00
DISV Dimensional International SM Add +0.5% 0.05% +0.00
GUNR NT Mstar GLBL NR ETF Add +0.8% 0.03% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.04% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 0.09% −0.00
WFC Wells Fargo & Co. Add +0.1% 0.02% −0.00
COF Capital One Financial Corp. Add +5.9% 0.05% −0.00
DFAS Dimensional US Small Cap ETF Add +0.3% 0.09% −0.00
VDE Vanguard Energy ETF Add +0.8% 0.04% −0.00
DFUV Dimensional US Marketwide Va Add +0.4% 0.11% −0.00
DFSD Dimensional Short Duration Add +0.2% 0.03% −0.00
AMZN Amazon.com Inc. Add +3.7% 0.05% −0.00
COST Costco Wholesale Corp. Add +5.4% 0.03% −0.00
UDR Udr Inc. Add +0.4% 0.02% −0.00
MDLZ Mondelez International Inc. Class A Add +1.2% 0.03% −0.00
IWD iShares Russell 1000 Value E Add +0.0% 0.21% −0.00
XOM Exxon Mobil Corp. Add +2.4% 0.11% −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