EdgeMarket › What Verus Financial Partners, Inc. reported owning
What Verus Financial Partners, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
121Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 267.8M | 24.0% | 773.9K | 378.24 | +20.5% |
| BND Vanguard Total Bond Market ETF | 131.5M | 11.8% | 1.8M | 72.23 | -1.8% |
| VXUS Vanguard Total International Stock ETF | 83.5M | 7.5% | 1.0M | 87.71 | +22.7% |
| AVIG Avantis Core Fixed Income ETF | 63.8M | 5.7% | 1.5M | 40.72 | -2.1% |
| AVSF Avantis Short-Term Fixed Income ETF | 63.4M | 5.7% | 1.4M | 46.38 | -1.4% |
| BIV Vanguard Intermediate-Term Bond ETF | 52.0M | 4.7% | 672.0K | 75.43 | -2.5% |
| VEU Vanguard FTSE All World Ex US ETF | 51.8M | 4.6% | 643.8K | 85.69 | +23.3% |
| MGC Vanguard Morningstar Mega Cap ETF | 51.7M | 4.6% | 201.8K | 280.14 | +20.5% |
| DFIV Dimensional International Value ETF | 46.8M | 4.2% | 846.7K | 58.31 | +27.8% |
| DFUV Dimensional US Marketwide Value ETF | 37.9M | 3.4% | 751.3K | 57.43 | +31.9% |
| IVV iShares Core S&P 500 ETF | 33.7M | 3.0% | 47.9K | 769.31 | +20.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 30.7M | 2.8% | 134.7K | 249.18 | +22.7% |
| VV Vanguard Morningstar Large-Cap ETF | 22.7M | 2.0% | 70.4K | 352.60 | +19.8% |
| AVLV Avantis U.S. Large Cap Value ETF | 21.8M | 2.0% | 257.4K | 94.64 | +34.1% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 14.3M | 1.3% | 284.5K | 49.79 | -1.1% |
| IXUS iShares Core MSCI Total International Stock ET | 13.6M | 1.2% | 146.8K | 97.94 | +22.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.3M | 0.8% | 184.0K | 49.54 | +1.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 8.5M | 0.8% | 28.2K | 82.97 | +15.9% |
| VCRM Vanguard Core Tax-Exempt Bond ETF | 7.4M | 0.7% | 97.5K | 74.86 | +2.2% |
| DVY iShares Select Dividend ETF | 7.0M | 0.6% | 45.8K | 164.09 | +17.7% |
| DFNM Dimensional National Municipal Bond ETF | 4.6M | 0.4% | 95.8K | 47.57 | +0.5% |
| IJH iShares Core S&P Mid-Cap ETF | 4.1M | 0.4% | 57.1K | 76.77 | +20.8% |
| PM Philip Morris International Inc. | 4.1M | 0.4% | 26.1K | 188.23 | +8.9% |
| MO ALTRIA GROUP, INC. | 3.6M | 0.3% | 54.7K | 66.09 | -2.2% |
| SPY SPDR S&P 500 ETF TRUST | 3.5M | 0.3% | 4.9K | 765.72 | +20.0% |
| AAPL Apple Inc. | 3.3M | 0.3% | 12.7K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 3.2M | 0.3% | 5.0K | 703.71 | +20.0% |
| VTEI Vanguard Tax-Managed Funds Vanguard Intermedia | 2.9M | 0.3% | 29.0K | 99.14 | +0.5% |
| IAU ISHARES GOLD TRUST | 2.7M | 0.2% | 30.2K | 86.79 | +37.5% |
| VTHR Vanguard Russell 3000 ETF | 2.4M | 0.2% | 7.8K | 338.91 | +20.5% |
| VT Vanguard Total World Stock Index ETF | 2.4M | 0.2% | 16.3K | 160.77 | +21.2% |
| HCA HCA Healthcare, Inc. | 2.3M | 0.2% | 4.8K | 429.19 | +4.6% |
| SCHD Schwab US Dividend Equity ETF | 2.3M | 0.2% | 73.8K | 35.11 | +27.6% |
| MSFT MICROSOFT CORP | 2.1M | 0.2% | 5.0K | 483.24 | -4.4% |
| IWD iShares Russell 1000 Value ETF | 2.1M | 0.2% | 9.2K | 257.29 | +29.2% |
| DFCF Dimensional Core Fixed Income ETF | 1.8M | 0.2% | 42.2K | 41.47 | -1.9% |
| D DOMINION ENERGY, INC | 1.7M | 0.2% | 26.8K | 66.60 | +8.3% |
| XOM ExxonMobil Holdings Corp | 1.6M | 0.1% | 10.3K | 165.11 | +52.1% |
| VGSH Vanguard Short-Term Treasury ETF | 1.6M | 0.1% | 26.7K | 58.13 | -0.9% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 1.4M | 0.1% | 5.7K | 235.68 | -2.8% |
| VUSB Vanguard Ultra-Short Bond ETF | 1.4M | 0.1% | 27.2K | 49.75 | -0.2% |
| JNJ JOHNSON & JOHNSON | 1.2M | 0.1% | 4.9K | 270.24 | +51.1% |
| GOOGL Alphabet Inc. | 1.1M | 0.1% | 3.4K | 344.82 | +73.0% |
| AVIV Avantis International Large Cap Value ETF | 1.1M | 0.1% | 14.0K | 83.50 | +27.1% |
| GWW W.W. GRAINGER, INC. | 1.1M | 0.1% | 972 | 1,312.24 | +31.3% |
| DFAS Dimensional U.S. Small Cap ETF | 1.1M | 0.1% | 14.1K | 83.02 | +25.5% |
| IWF iShares Russell 1000 Growth Fund | 1.1M | 0.1% | 2.3K | 122.39 | +11.2% |
| unmapped CUSIP 084670702 | 1.0M | 0.1% | 2.1K | — | — |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 992.9K | 0.1% | 13.1K | 75.66 | +0.2% |
| JPM JPMORGAN CHASE & CO | 939.6K | 0.1% | 3.0K | 351.58 | +20.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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