VF
| |
Verus Financial Partners, Inc.13F | |
| Verus Financial Partners, Inc. | |
| Last update 2025-07-21 | 111 Stocks (7 new) |
| Value $981.00 Mil | Turnover 5 % |
Verus Financial Partners, Inc.... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 760,857 | 233,963.5 | +1.98% | 23.840 | +0.46% | 0.050 | +16.10% | +7.76% | 478,263.0 | ||
BND | Vanguard Total Bond Market ETF | 1,588,404 | 116,096.5 | +3.27% | 11.830 | +0.37% | 0.090 | 0% | +1.43% | 127,600.9 | ||
VXUS | Vanguard Total International Stock | 1,076,225 | 74,668.5 | -1.27% | 7.610 | -0.10% | 0.080 | +11.50% | +19.79% | 93,859.7 | ||
AVSF | Avantis Short-Term Fixed Income ETF | 1,502,977 | 70,346.8 | +2.92% | 7.170 | +0.20% | 11.050 | +0.34% | +1.56% | 606.8 | ||
AVIG | Avantis Core Fixed Income ETF | 1,354,347 | 55,934.5 | +3.22% | 5.700 | +0.18% | 5.090 | +0.61% | +1.75% | 1,098.0 | ||
MGC | Vanguard Mega Cap 300 Index ETF | 208,041 | 47,179.5 | -0.79% | 4.810 | -0.04% | 0.690 | +17.03% | +8.46% | 6,885.7 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 653,201 | 44,071.5 | -1.03% | 4.490 | -0.05% | 0.100 | +11.17% | +19.63% | 45,141.4 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 558,110 | 42,818.2 | +2.79% | 4.360 | +0.12% | 0.180 | +0.50% | +2.56% | 23,109.3 | ||
DFIV | Dimensional International Value ETF | 854,083 | 37,161.1 | +2.64% | 3.790 | +0.10% | 0.300 | +11.47% | +24.86% | 12,578.8 | ||
IVV | iShares Core S&P 500 ETF | 48,758 | 30,572.7 | -0.16% | 3.110 | 0% | 0.000 | +16.09% | +8.31% | 642,461.0 |
Verus Financial Partners, Inc.'s Historical Top Holdings Breakdowns
Verus Financial Partners, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVLV | Avantis U.S. Large Cap Value ETF | 2025-06-30 | New Buy New Buy | +2.95% | 56.85 ($64.41) 68.21 | $69.93 | 8.57% | New holding | 416,887 | 416,887 | |
VBR | Vanguard Small Cap Value ETF | 2025-06-30 | Reduce Reduce | -2.85% | 162.76 ($185.12) 195.77 | $202.32 | 9.29% | Reduce -49.31% | 148,415 | -144,367 | |
VCRM | Vanguard Core Tax-Exempt Bond ETF | 2025-06-30 | New Buy New Buy | +0.51% | 72.23 ($73.21) 74.63 | $72.79 | -0.57% | New holding | 68,215 | 68,215 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.46% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Add 1.98% | 760,857 | 14,741 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -0.45% | 48.13 ($48.86) 49.85 | $48.50 | -0.74% | Reduce -30.5% | 182,517 | -80,112 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.37% | 71.88 ($72.74) 73.82 | $72.94 | 0.27% | Add 3.27% | 1,588,404 | 50,347 | |
AVSF | Avantis Short-Term Fixed Income ETF | 2025-06-30 | Add Add | +0.20% | 46.28 ($46.65) 47.03 | $46.86 | 0.45% | Add 2.92% | 1,502,977 | 42,661 | |
AVIG | Avantis Core Fixed Income ETF | 2025-06-30 | Add Add | +0.18% | 40.41 ($40.99) 41.62 | $41.28 | 0.71% | Add 3.22% | 1,354,347 | 42,302 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-06-30 | Add Add | +0.12% | 75.05 ($76.17) 77.34 | $76.64 | 0.62% | Add 2.79% | 558,110 | 15,174 | |
DFIV | Dimensional International Value ETF | 2025-06-30 | Add Add | +0.10% | 34.67 ($40.71) 43.21 | $44.30 | 8.82% | Add 2.64% | 854,083 | 21,942 |
Verus Financial Partners, Inc. Total Holding History ($B)
Verus Financial Partners, Inc.'s Asset Allocation
Verus Financial Partners, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Verus Financial Partners, Inc.'s Hypothetical Growth since 2025-06-30
Verus Financial Partners, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Verus Financial Partners, Inc.'s Holdings Heat Map
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Verus Financial Partners, Inc.'s Holdings Bubble Chart
Verus Financial Partners, Inc. News
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