Verus Financial Partners, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Verus Financial Partners, Inc. disclosed 122 stock positions valued at approximately $1.17B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD STAR FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 122
- Portfolio Value
- $1.17B
Holdings by Sector
Verus Financial Partners, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 24.83% | 784,245 | +10,381 | +1.34% | $290,202,076 |
| VANGUARD BD INDEX FDS | BND | Other | 11.49% | 1,829,288 | +46,348 | +2.60% | $134,288,051 |
| VANGUARD STAR FDS | VXUS | Other | 7.50% | 1,025,567 | +14,958 | +1.48% | $87,675,737 |
| AMERICAN CENTY ETF TR | AVIG | Other | 5.51% | 1,555,647 | +24,116 | +1.57% | $64,419,362 |
| AMERICAN CENTY ETF TR | AVSF | Other | 5.41% | 1,358,338 | +2,432 | +0.18% | $63,255,239 |
| VANGUARD WORLD FD | MGC | Other | 4.72% | 201,543 | -246 | -0.12% | $55,148,290 |
| VANGUARD BD INDEX FDS | BIV | Other | 4.64% | 706,952 | +34,984 | +5.21% | $54,223,227 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.61% | 642,970 | -805 | -0.13% | $53,848,748 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.98% | 860,998 | +14,261 | +1.68% | $46,511,122 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 3.92% | 833,515 | +82,174 | +10.94% | $45,851,642 |
| ISHARES TR | IVV | Other | 3.05% | 47,569 | -293 | -0.61% | $35,624,178 |
| VANGUARD INDEX FDS | VBR | Other | 2.75% | 132,360 | -2,311 | -1.72% | $32,162,160 |
| VANGUARD INDEX FDS | VV | Other | 2.07% | 70,316 | -68 | -0.10% | $24,182,217 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.54% | 197,709 | -59,664 | -23.18% | $18,033,058 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.23% | 286,832 | +2,350 | +0.83% | $14,407,579 |
| ISHARES TR | IXUS | Other | 1.21% | 147,737 | +975 | +0.66% | $14,100,013 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.80% | 184,834 | +871 | +0.47% | $9,348,926 |
| VANGUARD INDEX FDS | VO | Other | 0.77% | 112,168 | +83,960 | +297.65% | $9,037,344 |
| ISHARES TR | DVY | Other | 0.59% | 44,284 | -1,524 | -3.33% | $6,921,537 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.45% | 108,310 | +12,525 | +13.08% | $5,235,154 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.41% | 26,723 | +670 | +2.57% | $4,834,396 |
| ISHARES TR | IJH | Other | 0.37% | 56,758 | -300 | -0.53% | $4,376,607 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.34% | 54,706 | -43 | -0.08% | $3,936,094 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.31% | 4,926 | -8 | -0.16% | $3,678,808 |
| APPLE INC | AAPL | Technology | 0.31% | 12,485 | -180 | -1.42% | $3,612,650 |
| VANGUARD INDEX FDS | VOO | Other | 0.29% | 4,970 | +3 | +0.06% | $3,413,147 |
| VANGUARD SCOTTSDALE FDS | VTHR | Other | 0.22% | 7,775 | -58 | -0.74% | $2,576,923 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.22% | 16,143 | -129 | -0.79% | $2,533,575 |
| ISHARES GOLD TR | IAU | Other | 0.19% | 30,161 | - | - | $2,277,457 |
| ISHARES TR | IWD | Other | 0.19% | 9,203 | +1 | +0.01% | $2,230,965 |
Showing 30 of 122 holdings in the latest reporting period.