Verus Financial Partners, Inc. Top Holdings and 13F Report (2024) About Verus Financial Partners, Inc.Investment ActivityVerus Financial Partners, Inc. has $912.94 million in total holdings as of September 30, 2024.Verus Financial Partners, Inc. owns shares of 98 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Verus Financial Partners, Inc. has purchased 95 new stocks and bought additional shares in 47 stocks.Verus Financial Partners, Inc. sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $208,846,301Vanguard Total Bond Market ETF $111,435,532Vanguard Total International Stock ETF $70,185,286Avantis Short-Term Fixed Income ETF $65,365,436Vanguard Small-Cap Value ETF $58,233,219 Largest New Holdings this Quarter FIDELITY WISE ORIGIN BITCOIN $548,221 HoldingAMERICAN CENTY ETF TR $305,226 HoldingiShares MSCI India ETF $300,239 HoldingiShares Latin America 40 ETF $296,005 HoldingISHARES BITCOIN TRUST ETF $250,196 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 74,851 shares (about $5.62M)Avantis Core Fixed Income ETF 46,025 shares (about $1.96M)Avantis Short-Term Fixed Income ETF 26,321 shares (about $1.24M)Schwab US Dividend Equity ETF 6,491 shares (about $548.36K)FIDELITY WISE ORIGIN BITCOIN 10,156 shares (about $548.22K) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,474 shares (about $1.26M)iShares Core MSCI Total International Stock ETF 15,679 shares (about $1.13M)Vanguard Large-Cap ETF 2,969 shares (about $774.77K)Vanguard FTSE All-World ex-US ETF 11,651 shares (about $732.38K)HCA Healthcare 779 shares (about $315.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Financial Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$208,846,301$1,255,315 ▼-0.6%744,33822.9%ETFBNDVanguard Total Bond Market ETF$111,435,532$5,622,059 ▲5.3%1,483,63112.2%ETFVXUSVanguard Total International Stock ETF$70,185,286$309,613 ▲0.4%1,086,9647.7%ETFAVSFAvantis Short-Term Fixed Income ETF$65,365,436$1,237,087 ▲1.9%1,390,7547.2%ETFVBRVanguard Small-Cap Value ETF$58,233,219$31,638 ▼-0.1%292,6596.4%ETFAVIGAvantis Core Fixed Income ETF$53,132,886$1,955,142 ▲3.8%1,250,7745.8%ETFMGCVanguard Mega Cap ETF$45,691,464$168,165 ▲0.4%223,3435.0%ETFVEUVanguard FTSE All-World ex-US ETF$43,458,559$732,382 ▼-1.7%691,3554.8%ETFBIVVanguard Intermediate-Term Bond ETF$41,154,298$543,575 ▲1.3%525,1284.5%ETFDFIVDimensional International Value ETF$30,327,663$199,196 ▲0.7%800,8363.3%ETFIVViShares Core S&P 500 ETF$28,022,856$48,566 ▼-0.2%49,0453.1%ETFSCHDSchwab US Dividend Equity ETF$27,085,713$548,359 ▲2.1%320,6173.0%ETFVVVanguard Large-Cap ETF$19,747,252$774,765 ▼-3.8%75,6742.2%ETFIXUSiShares Core MSCI Total International Stock ETF$12,930,608$1,134,687 ▼-8.1%178,6741.4%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$11,749,568$289,964 ▲2.5%229,7531.3%ETFDVYiShares Select Dividend ETF$8,457,966$279,047 ▼-3.2%62,8330.9%ETFVOVanguard Mid-Cap ETF$8,455,118$58,000 ▼-0.7%32,2170.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,134,440$13,603 ▲0.3%66,8680.5%ETFDFNMDimensional National Municipal Bond ETF$3,857,923$68,838 ▲1.8%79,4140.4%ETFAAPLApple$3,833,511$4,072 ▲0.1%16,9470.4%Computer and TechnologyPMPhilip Morris International$3,004,931$182,329 ▼-5.7%24,9190.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,904,658$1,137 ▲0.0%5,1080.3%FinanceMOAltria Group$2,758,877$98,193 ▼-3.4%54,1700.3%Consumer StaplesVOOVanguard S&P 500 ETF$2,491,047$2,614 ▲0.1%4,7650.3%ETFHCAHCA Healthcare$2,148,885$315,846 ▼-12.8%5,3000.2%MedicalIWDiShares Russell 1000 Value ETF$2,028,708$378 ▲0.0%10,7310.2%ETFVGSHVanguard Short-Term Treasury Index ETF$1,849,352$146,493 ▼-7.3%31,4090.2%ETFVTHRVanguard Russell 3000 ETF$1,797,143$69,973 ▼-3.7%7,1400.2%ETFVTVanguard Total World Stock ETF$1,608,357$129,173 ▲8.7%13,5220.2%ETFDFCFDimensional Core Fixed Income ETF$1,542,458$7,538 ▼-0.5%35,6060.2%ETFVUSBVanguard Ultra-Short Bond ETF$1,329,654$52,846 ▼-3.8%26,7210.1%ETFMSFTMicrosoft$1,322,060$19,349 ▲1.5%3,1430.1%Computer and TechnologyGWWW.W. Grainger$1,216,694$4,160 ▲0.3%1,1700.1%Industrial ProductsBDNBrandywine Realty Trust$1,190,7510.0%212,2550.1%FinanceDFUVDimensional US Marketwide Value ETF$1,166,003$3,818 ▲0.3%28,0960.1%ETFXOMExxon Mobil$1,116,003$18,590 ▼-1.6%9,3050.1%Oils/EnergyLOWLowe's Companies$1,045,476$2,726 ▲0.3%3,8350.1%Retail/WholesaleVBVanguard Small-Cap ETF$1,044,300$73,016 ▼-6.5%4,4480.1%ETFDFASDimensional U.S. Small Cap ETF$891,879$2,243 ▲0.3%13,9140.1%ETFDDominion Energy$879,870$18,695 ▼-2.1%15,1080.1%UtilitiesELVElevance Health$876,251$511 ▲0.1%1,7140.1%MedicalIWFiShares Russell 1000 Growth ETF$874,5070.0%2,3620.1%ETFBRK.BBerkshire Hathaway$838,433$457 ▲0.1%1,8330.1%FinanceAVIVAvantis International Large Cap Value ETF$748,3850.0%13,4100.1%ETFIBMInternational Business Machines$738,113$1,755 ▲0.2%3,3650.1%Computer and TechnologyJNJJohnson & Johnson$701,669$30,127 ▼-4.1%4,3320.1%MedicalABBVAbbVie$685,246$2,561 ▼-0.4%3,4790.1%MedicalFIDELITY WISE ORIGIN BITCOIN$548,221$548,221 ▲New Holding10,1560.1%SHSSOSouthern$540,7650.0%5,9500.1%UtilitiesNDAQNasdaq$539,913$15,121 ▼-2.7%7,3910.1%FinanceKMXCarMax$526,3190.0%6,7330.1%Retail/WholesaleHDHome Depot$505,700$8,592 ▲1.7%1,2360.1%Retail/WholesalePGProcter & Gamble$493,279$1,903 ▲0.4%2,8510.1%Consumer StaplesNSCNorfolk Southern$492,277$992 ▲0.2%1,9840.1%TransportationMMSMaximus$468,2950.0%5,0490.1%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$449,607$432 ▲0.1%16,6640.0%ETFMCKMcKesson$449,130$48,851 ▼-9.8%9010.0%MedicalVUGVanguard Growth ETF$437,243$39,026 ▼-8.2%1,1540.0%ETFBACBank of America$429,068$9,805 ▼-2.2%10,9400.0%FinanceVDEVanguard Energy ETF$412,090$6,507 ▲1.6%3,2930.0%ETFDUKDuke Energy$408,933$232 ▲0.1%3,5190.0%UtilitiesCOFCapital One Financial$406,817$587 ▲0.1%2,7710.0%FinanceMRKMerck & Co., Inc.$403,030$2,983 ▲0.7%3,5130.0%MedicalJPMJPMorgan Chase & Co.$394,865$29,817 ▼-7.0%1,9070.0%FinanceTJXTJX Companies$374,181$1,516 ▲0.4%3,2080.0%Retail/WholesaleMDLZMondelez International$373,790$1,533 ▲0.4%5,1210.0%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$371,354$110 ▲0.0%6,7630.0%ETFGOOGLAlphabet$368,696$167 ▼0.0%2,2080.0%Computer and TechnologyQQQInvesco QQQ$365,5010.0%7590.0%FinanceMETAMeta Platforms$360,511$7,499 ▲2.1%6250.0%Computer and TechnologyCATCaterpillar$358,8370.0%9140.0%Industrial ProductsDFSDDimensional Short-Duration Fixed Income ETF$348,047$765 ▲0.2%7,2800.0%ETFDISVDimensional International Small Cap Value ETF$342,344$1,379 ▲0.4%11,9120.0%ETFGEGeneral Electric$334,998$186 ▲0.1%1,7980.0%TransportationDFUSDimensional U.S. Equity ETF$332,553$308 ▲0.1%5,4020.0%ETFVBKVanguard Small-Cap Growth ETF$321,9940.0%1,2170.0%ETFBNBrookfield$318,9050.0%6,0080.0%FinanceUDRUDR$305,229$1,167 ▲0.4%6,7980.0%FinanceAMERICAN CENTY ETF TR$305,226$305,226 ▲New Holding5,6510.0%AVANTIS EMERGINGPEPPepsiCo$304,183$1,200 ▲0.4%1,7750.0%Consumer StaplesCOSTCostco Wholesale$303,573$4,387 ▲1.5%3460.0%Retail/WholesaleINDAiShares MSCI India ETF$300,239$300,239 ▲New Holding5,1610.0%ETFILFiShares Latin America 40 ETF$296,005$296,005 ▲New Holding11,4240.0%ETFMCDMcDonald's$290,625$44,245 ▼-13.2%9590.0%Retail/WholesaleAVIEAvantis Inflation Focused Equity ETF$287,5800.0%4,4470.0%ETFKOCoca-Cola$286,365$14,343 ▼-4.8%3,9930.0%Consumer StaplesCSXCSX$282,7880.0%8,1920.0%TransportationPFEPfizer$272,8390.0%9,5170.0%MedicalGUNRFlexShares Global Upstream Natural Resources Index Fund$262,952$2,004 ▲0.8%6,2980.0%ETFAMZNAmazon.com$259,737$3,147 ▲1.2%1,4030.0%Retail/WholesaleCVXChevron$256,037$7,337 ▼-2.8%1,7100.0%Oils/EnergyISHARES BITCOIN TRUST ETF$250,196$250,196 ▲New Holding7,1220.0%SHS BEN INTGOOGAlphabet$242,693$7,242 ▲3.1%1,4410.0%Computer and TechnologyCMCSAComcast$221,690$221,690 ▲New Holding5,3160.0%Consumer DiscretionaryAEPAmerican Electric Power$210,506$210,506 ▲New Holding2,0590.0%UtilitiesHONHoneywell International$209,596$1,237 ▲0.6%1,0170.0%Multi-Sector ConglomeratesHIGThe Hartford Financial Services Group$205,329$205,329 ▲New Holding1,7410.0%FinanceXBILUS Treasury 6 Month Bill ETF$205,1230.0%4,1000.0%ETFLLYEli Lilly and Company$0$473,941 ▼-100.0%00.0%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$278,322 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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