Verus Financial Partners, Inc.
Verus Financial Partners, Inc. reported 127 US-listed holdings worth $1.17 billion in its 13F for the quarter ended 30 June 2026, filed 21 July 2026. Its largest: VG Totl STK Vprs (24.8%), Vanguard Total Bond Market ETF (11.5%) and Vanguard Star FDS (7.5%). Against the quarter before, it opened 9 positions, added to 49, trimmed 37 and sold out of 3.
The 14 largest of its 127 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 9
- Intel Corp. INTC$395,711
- Western Digital Corp. WDC$248,462
- Carmax Inc. KMX$248,371
- Lam Research Corp. LRCX$216,665
- Taiwan Semiconductor Manufacturing Company Limited TSM$215,862
- UnitedHealth Group Inc. UNH$210,087
- Palo Alto Networks Inc. PANW$206,658
- Cardinal Health Inc. CAH$205,727
and 1 more in the table below
Added to 49
- Vanguard Mid Cap Index ETF VO+83,960 shares · +298%
- Dimensional ETF Trust DFUV+82,174 shares · +11%
- VG Totl STK Vprs VTI+10,381 shares · +1%
- Vanguard Total Bond Market ETF BND+46,348 shares · +3%
- Vanguard Intermed Term Bond ETF BIV+34,984 shares · +5%
- Vanguard Mun BD FDS VCRM+21,441 shares · +22%
- Vanguard Star FDS VXUS+14,958 shares · +1%
- American Centy ETF Trust AVIG+24,116 shares · +2%
and 41 more in the table below
Trimmed 37
- American Centy ETF Trust AVLV-59,664 shares · -23%
- Vanguard Small Cap Value ETF VBR-2,311 shares · -2%
- Caterpillar Inc. CAT-354 shares · -35%
- Dimensional ETF Trust DFCF-7,829 shares · -19%
- iShares Select Dividend ETF DVY-1,524 shares · -3%
- iShares Core S&P 500 ETF IVV-293 shares · -1%
- Schwab Strategic Trust SCHD-5,934 shares · -8%
- Vanguard Short Term Government VGSH-3,031 shares · -11%
and 29 more in the table below
Sold out of 3
- McDonald's Corp. MCD$375,105 last quarter
- Honeywell International Inc. HON$257,102 last quarter
- Rocket Cos Inc. RKT$160,973 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| VG Totl STK Vprs VTI | 784,245 | $290.2 million | 24.83% | +10,381 |
| Vanguard Total Bond Market ETF BND | 1,829,288 | $134.3 million | 11.49% | +46,348 |
| Vanguard Star FDS VXUS | 1,025,567 | $87.7 million | 7.50% | +14,958 |
| American Centy ETF Trust AVIG | 1,555,647 | $64.4 million | 5.51% | +24,116 |
| American Centy ETF Trust AVSF | 1,358,338 | $63.3 million | 5.41% | +2,432 |
| Vanguard World FD MGC | 201,543 | $55.1 million | 4.72% | -246 |
| Vanguard Intermed Term Bond ETF BIV | 706,952 | $54.2 million | 4.64% | +34,984 |
| Vanguard FTSE All-World ex-US ETF VEU | 642,970 | $53.8 million | 4.61% | -805 |
| Dimensional ETF Trust DFIV | 860,998 | $46.5 million | 3.98% | +14,261 |
| Dimensional ETF Trust DFUV | 833,515 | $45.9 million | 3.92% | +82,174 |
| iShares Core S&P 500 ETF IVV | 47,569 | $35.6 million | 3.05% | -293 |
| Vanguard Small Cap Value ETF VBR | 132,360 | $32.2 million | 2.75% | -2,311 |
| Vanguard Large Cap ETF VV | 70,316 | $24.2 million | 2.07% | -68 |
| American Centy ETF Trust AVLV | 197,709 | $18.0 million | 1.54% | -59,664 |
| Vanguard Shrt-Term Infl-Prot Se VTIP | 286,832 | $14.4 million | 1.23% | +2,350 |
| iShares Trust IXUS | 147,737 | $14.1 million | 1.21% | +975 |
| Vanguard Mun BD FDS VTEB | 184,834 | $9.3 million | 0.80% | +871 |
| Vanguard Mun BD FDS VCRM | 118,924 | $9.1 million | 0.78% | +21,441 |
| Vanguard Mid Cap Index ETF VO | 112,168 | $9.0 million | 0.77% | +83,960 |
| iShares Select Dividend ETF DVY | 44,284 | $6.9 million | 0.59% | -1,524 |
| Dimensional ETF Trust DFNM | 108,310 | $5.2 million | 0.45% | +12,525 |
| Philip Morris International Inc. PM | 26,723 | $4.8 million | 0.41% | +670 |
| iShares Core S&P Mid-Cap ETF IJH | 56,758 | $4.4 million | 0.37% | -300 |
| Altria Group, Inc. MO | 54,706 | $3.9 million | 0.34% | -43 |
| Vanguard Mun BD FDS VTEI | 37,425 | $3.8 million | 0.32% | +8,409 |
| SPDR S&P 500 SPY | 4,926 | $3.7 million | 0.31% | -8 |
| Apple Inc. AAPL | 12,485 | $3.6 million | 0.31% | -180 |
| Vanguard S&P 500 VOO | 4,970 | $3.4 million | 0.29% | +3 |
| Vanguard Scottsdale FDS VTHR | 7,775 | $2.6 million | 0.22% | -58 |
| Vanguard Intl Equity Index F VT | 16,143 | $2.5 million | 0.22% | -129 |
| iShares Gold Trust IAU | 30,161 | $2.3 million | 0.19% | no change |
| iShares Russell 1000 Value Inde IWD | 9,203 | $2.2 million | 0.19% | +1 |
| Schwab Strategic Trust SCHD | 67,820 | $2.2 million | 0.18% | -5,934 |
| Microsoft Corp. MSFT | 5,498 | $2.1 million | 0.18% | +519 |
| Dominion Energy, Inc. D | 28,336 | $1.9 million | 0.17% | +1,497 |
| HCA Healthcare, Inc. HCA | 4,770 | $1.9 million | 0.16% | no change |
| International Business Machines Corp. IBM | 5,690 | $1.6 million | 0.14% | no change |
| Dimensional ETF Trust DFCF | 34,339 | $1.4 million | 0.12% | -7,829 |
| Vanguard Short Term Government VGSH | 23,659 | $1.4 million | 0.12% | -3,031 |
| Vanguard BD Index FDS VUSB | 27,038 | $1.3 million | 0.12% | -210 |
| W.W. Grainger, Inc. GWW | 974 | $1.3 million | 0.11% | +2 |
| ExxonMobil Holdings Corp. XOM | 9,595 | $1.3 million | 0.11% | -708 |
| Alphabet Inc. GOOGL | 3,381 | $1.2 million | 0.10% | +14 |
| Dimensional ETF Trust DFAS | 14,173 | $1.2 million | 0.10% | +42 |
| Johnson & Johnson JNJ | 4,453 | $1.1 million | 0.10% | -468 |
| iShares Trust IWF | 8,988 | $1.1 million | 0.10% | +6,731 |
| American Centy ETF Trust AVIV | 14,204 | $1.1 million | 0.09% | +159 |
| Berkshire Hathaway Inc. Class B BRKB | 2,120 | $1.1 million | 0.09% | no change |
| Vanguard Instl Index FD VBIL | 13,103 | $991,655 | 0.08% | -39 |
| JPMorgan Chase & Co. JPM | 2,992 | $979,323 | 0.08% | -39 |
| Vanguard Small Cap ETF VB | 3,158 | $957,116 | 0.08% | -56 |
| Qualcomm Inc. QCOM | 4,737 | $875,350 | 0.07% | -161 |
| Brandywine Rlty Trust BDN | 272,417 | $863,562 | 0.07% | +11,723 |
| NVIDIA Corp. NVDA | 4,293 | $859,070 | 0.07% | +69 |
| Amazon.com Inc. AMZN | 3,488 | $831,330 | 0.07% | +28 |
| Elevance Health, Inc. ELV | 1,977 | $764,432 | 0.07% | -148 |
| General Electric Co. GE | 1,961 | $732,795 | 0.06% | -134 |
| Caterpillar Inc. CAT | 656 | $699,097 | 0.06% | -354 |
| Norfolk Southern Corp. NSC | 2,200 | $692,163 | 0.06% | -38 |
| Lowe's Companies Inc. LOW | 2,973 | $655,554 | 0.06% | -14 |
| Bank of America Corp. BAC | 11,003 | $626,952 | 0.05% | +8 |
| Meta Platforms, Inc. META | 1,075 | $605,464 | 0.05% | no change |
| Dimensional ETF Trust DISV | 15,024 | $602,915 | 0.05% | +219 |
| Dimensional ETF Trust DFAX | 16,277 | $599,628 | 0.05% | -107 |
| Southern Co. SO | 5,854 | $560,317 | 0.05% | -96 |
| Nasdaq, Inc. NDAQ | 7,032 | $554,262 | 0.05% | no change |
| iShares Trust Latn Amer 40 ETF ILF | 16,374 | $552,607 | 0.05% | +170 |
| Micron Technology Inc. MU | 476 | $549,442 | 0.05% | no change |
| TJX Companies Inc. TJX | 3,626 | $549,314 | 0.05% | no change |
| Broadcom Inc. AVGO | 1,437 | $542,827 | 0.05% | +13 |
| Fidelity Wise Origin Bitcoin FBTC | 10,447 | $533,319 | 0.05% | no change |
| GE Vernova Inc. GEV | 446 | $523,988 | 0.04% | -34 |
| Vanguard Value ETF VTV | 2,393 | $521,533 | 0.04% | +1 |
| Vanguard World FD VDE | 3,467 | $520,462 | 0.04% | +24 |
| AbbVie Inc. ABBV | 2,013 | $506,542 | 0.04% | +5 |
| SPDR Gold Trust GLD | 1,372 | $505,417 | 0.04% | no change |
| Merck & Co., Inc. MRK | 3,877 | $498,166 | 0.04% | +7 |
| American Centy ETF Trust AVXC | 5,651 | $483,998 | 0.04% | no change |
| Corning Inc. GLW | 1,765 | $450,917 | 0.04% | +2 |
| Vanguard Small Cap Growth ETF VBK | 1,217 | $445,057 | 0.04% | no change |
| Alphabet Inc. GOOG | 1,238 | $437,427 | 0.04% | +19 |
| Capital One Financial Corp. COF | 2,151 | $431,629 | 0.04% | -44 |
| Dimensional ETF Trust DFUS | 5,011 | $410,591 | 0.04% | +5 |
| Duke Energy Corp. DUK | 3,221 | $407,660 | 0.03% | -300 |
| Home Depot, Inc. HD | 1,155 | $407,292 | 0.03% | +6 |
| Invesco QQQ Trust QQQ | 553 | $407,229 | 0.03% | -13 |
| Wisdomtree Trust WTV | 3,918 | $398,539 | 0.03% | no change |
| Dimensional ETF Trust DFAT | 5,678 | $396,892 | 0.03% | no change |
| Intel Corp. INTC | 2,834 | $395,711 | 0.03% | new |
| McKesson Corp. MCK | 504 | $380,822 | 0.03% | -20 |
| Eli Lilly & Co. LLY | 315 | $377,439 | 0.03% | +2 |
| Walmart Inc. WMT | 3,233 | $366,160 | 0.03% | +17 |
| Mondelez International, Inc. MDLZ | 6,289 | $363,759 | 0.03% | +664 |
| Abrdn Platinum ETF Trust PPLT | 25,000 | $353,250 | 0.03% | +22,500 |
| Dimensional ETF Trust DFSD | 7,392 | $352,987 | 0.03% | +17 |
| PepsiCo Inc. PEP | 2,550 | $345,337 | 0.03% | +3 |
| Vanguard World FD VGT | 2,770 | $331,044 | 0.03% | +2,424 |
| American Centy ETF Trust AVIE | 4,447 | $330,638 | 0.03% | no change |
| Verizon Communications Inc. VZ | 7,757 | $328,437 | 0.03% | +8 |
| Flexshares Trust GUNR | 6,620 | $326,258 | 0.03% | +46 |
| Coca-Cola Co. KO | 3,903 | $317,205 | 0.03% | -90 |
| Chevron Corp. CVX | 1,855 | $307,485 | 0.03% | -72 |
| Costco Wholesale Corp. COST | 316 | $295,686 | 0.03% | +1 |
| American Electric Power Co. Inc. AEP | 2,149 | $294,044 | 0.03% | +1 |
| Yum! Brands, Inc. YUM | 1,816 | $290,306 | 0.02% | +560 |
| iShares Bitcoin Trust ETF IBIT | 8,597 | $286,194 | 0.02% | no change |
| Wells Fargo & Company WFC | 3,381 | $279,393 | 0.02% | +4 |
| Procter & Gamble Co. PG | 1,799 | $263,786 | 0.02% | -298 |
| Ciena Corp. CIEN | 530 | $259,997 | 0.02% | no change |
| iShares Trust INDA | 5,199 | $256,790 | 0.02% | no change |
| Udr, Inc. UDR | 6,400 | $255,482 | 0.02% | no change |
| Visa Inc. V | 725 | $248,692 | 0.02% | -467 |
| Western Digital Corp. WDC | 389 | $248,462 | 0.02% | new |
| Carmax Inc. KMX | 4,696 | $248,371 | 0.02% | new |
| Marathon Petroleum Corp. MPC | 968 | $247,489 | 0.02% | no change |
| Howmet Aerospace Inc. HWM | 916 | $246,276 | 0.02% | no change |
| Hartford Insurance Group, Inc. HIG | 1,782 | $236,128 | 0.02% | no change |
| CSX Corp. CSX | 4,936 | $234,608 | 0.02% | no change |
| Pfizer Inc. PFE | 9,013 | $217,022 | 0.02% | +21 |
| Lam Research Corp. LRCX | 500 | $216,665 | 0.02% | new |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 452 | $215,862 | 0.02% | new |
| American Century ETF Trust AVDE | 2,366 | $211,091 | 0.02% | +30 |
| UnitedHealth Group Inc. UNH | 505 | $210,087 | 0.02% | new |
| Palo Alto Networks Inc. PANW | 606 | $206,658 | 0.02% | new |
| Cardinal Health Inc. CAH | 866 | $205,727 | 0.02% | new |
| US Treasury 6 Month Bill ETF XBIL | 4,100 | $205,000 | 0.02% | no change |
| United Airlines Holdings, Inc. UAL | 1,500 | $203,985 | 0.02% | new |