The Analysis of Verus Financial Partners, Inc.'s Holdings
Currently, Verus Financial Partners, Inc. holds 115 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DFUV (+571.1K shares, valued at $27.8M), VTIP (+277.5K shares, valued at $13.7M), BND (+70.2K shares, valued at $5.2M); decreased their positions in SCHD (-944.7K shares, valued at $27.6M), AVSF (-206.9K shares, valued at $9.8M), VXUS (-32.5K shares, valued at $2.6M); initiated new positions in VTIP (+277.5K shares, valued at $13.7M), LLY (+278 shares, valued at $295.1K), AVDE (+2.3K shares, valued at $203.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS763.8K shares-0.03%2025-12-312026-02-02
BND VANGUARD BD INDEX FDS1.7M shares4.28%2025-12-312026-02-02 VXUS VANGUARD STAR FDS1.0M shares-3.10%2025-12-312026-02-02 AVSF AMERICAN CENTY ETF TR1.3M shares-13.35%2025-12-312026-02-02 AVIG AMERICAN CENTY ETF TR1.5M shares5.23%2025-12-312026-02-02 MGC VANGUARD WORLD FD201.6K shares-2.06%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F647.3K shares-0.46%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS599.6K shares4.70%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST851.7K shares0.81%2025-12-312026-02-02 IVV ISHARES TR47.9K shares-1.01%2025-12-312026-02-02 AVLV AMERICAN CENTY ETF TR410.6K shares-4.41%2025-12-312026-02-02 VBR VANGUARD INDEX FDS137.8K shares-4.66%2025-12-312026-02-02 DFUV DIMENSIONAL ETF TRUST597.5K shares2162.64%2025-12-312026-02-02 VV VANGUARD INDEX FDS70.3K shares-1.61%2025-12-312026-02-02 VTIP VANGUARD MALVERN FDS277.5K sharesnew addition2025-12-312026-02-02 IXUS ISHARES TR148.9K shares-3.19%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS182.6K shares0.97%2025-12-312026-02-02 VO VANGUARD INDEX FDS28.7K shares-2.12%2025-12-312026-02-02 DVY ISHARES TR54.2K shares-4.87%2025-12-312026-02-02 VCRM VANGUARD MUN BD FDS89.7K shares15.60%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC26.1K shares-1.63%2025-12-312026-02-02 DFNM DIMENSIONAL ETF TRUST93.5K shares2.91%2025-12-312026-02-02 IJH ISHARES TR57.9K shares-5.55%2025-12-312026-02-02 MO ALTRIA GROUP INC54.8K shares1.50%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR4.9K shares-0.82%2025-12-312026-02-02 AAPL APPLE INC12.6K shares-10.65%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR89.6K shares-91.34%2025-12-312026-02-02 VTHR VANGUARD SCOTTSDALE FDS7.8K shares-5.52%2025-12-312026-02-02 VT VANGUARD INTL EQUITY INDEX F16.3K shares-7.91%2025-12-312026-02-02 HCA HCA HEALTHCARE INC4.8K shares0.00%2025-12-312026-02-02 MSFT MICROSOFT CORP4.5K shares3.47%2025-12-312026-02-02 IWD ISHARES TR9.2K shares-14.29%2025-12-312026-02-02 DFCF DIMENSIONAL ETF TRUST42.6K shares0.73%2025-12-312026-02-02 VGSH VANGUARD SCOTTSDALE FDS30.5K shares-0.25%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS5.7K shares-0.52%2025-12-312026-02-02 D DOMINION ENERGY INC26.8K shares-10.43%2025-12-312026-02-02 XOM EXXON MOBIL CORP10.3K shares5.36%2025-12-312026-02-02 VUSB VANGUARD BD INDEX FDS27.0K shares-0.55%2025-12-312026-02-02 GWW WW GRAINGER INC1.1K shares-8.07%2025-12-312026-02-02 VBIL VANGUARD INSTL INDEX FD14.5K shares376.80%2025-12-312026-02-02 IWF ISHARES TR2.3K shares-4.45%2025-12-312026-02-02 AVIV AMERICAN CENTY ETF TR14.0K shares1.46%2025-12-312026-02-02 DFAS DIMENSIONAL ETF TRUST14.1K shares0.28%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON4.7K shares-10.91%2025-12-312026-02-02 ALPHABET INC ALPHABET INC2.7K shares2.95%2025-12-312026-02-02 VB VANGUARD INDEX FDS3.3K shares-16.96%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.2.9K shares3.66%2025-12-312026-02-02 LOW LOWES COS INC3.2K shares-9.09%2025-12-312026-02-02 QCOM QUALCOMM INC5.5K shares0.00%2025-12-312026-02-02 ELV ELEVANCE HEALTH INC FORMERLY2.1K shares27.40%2025-12-312026-02-02 FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares0.00%2025-12-312026-02-02 BDN BRANDYWINE RLTY TR253.3K shares0.00%2025-12-312026-02-02 NDAQ NASDAQ INC7.0K shares-1.65%2025-12-312026-02-02 CAT CATERPILLAR INC1.1K shares16.41%2025-12-312026-02-02 GLD SPDR GOLD TR1.4K shares3.21%2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP2.3K shares13.67%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE2.1K shares0.00%2025-12-312026-02-02 PPLT ABRDN PLATINUM ETF TRUST2.5K shares0.00%2025-12-312026-02-02 DISV DIMENSIONAL ETF TRUST14.8K shares0.65%2025-12-312026-02-02 AMZN AMAZON COM INC2.4K shares-2.65%2025-12-312026-02-02 BAC BANK AMERICA CORP11.0K shares-19.10%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST16.4K shares0.10%2025-12-312026-02-02 ILF ISHARES TR16.2K shares1.96%2025-12-312026-02-02 TJX TJX COS INC NEW3.6K shares0.00%2025-12-312026-02-02 SO SOUTHERN CO6.0K shares0.00%2025-12-312026-02-02 NVDA NVIDIA CORPORATION2.7K shares5.16%2025-12-312026-02-02 META META PLATFORMS INC751 shares-0.27%2025-12-312026-02-02 COF CAPITAL ONE FINL CORP2.2K shares-11.82%2025-12-312026-02-02 VDE VANGUARD WORLD FD3.4K shares0.82%2025-12-312026-02-02 VTV VANGUARD INDEX FDS2.4K shares0.08%2025-12-312026-02-02 ABBV ABBVIE INC2.0K shares-22.79%2025-12-312026-02-02 HD HOME DEPOT INC1.1K shares15.11%2025-12-312026-02-02 IBIT ISHARES BITCOIN TRUST ETF8.9K shares0.00%2025-12-312026-02-02 MCK MCKESSON CORP524 shares-15.89%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.2K shares-11.59%2025-12-312026-02-02 VBK VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-02 AVXC AMERICAN CENTY ETF TR5.7K shares0.00%2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST5.2K shares-4.76%2025-12-312026-02-02 MCD MCDONALDS CORP1.2K shares-24.39%2025-12-312026-02-02 WMT WALMART INC3.2K shares-0.83%2025-12-312026-02-02 WTV WISDOMTREE TR3.9K shares0.00%2025-12-312026-02-02 PEP PEPSICO INC2.5K shares49.82%2025-12-312026-02-02 BROADCOM INC BROADCOM INC1.1K shares-2.37%2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST5.7K shares-0.05%2025-12-312026-02-02 DFSD DIMENSIONAL ETF TRUST7.4K shares0.33%2025-12-312026-02-02 GUNR FLEXSHARES TR6.5K shares0.69%2025-12-312026-02-02 MDLZ MONDELEZ INTL INC5.6K shares13.51%2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC8.1K shares-1.90%2025-12-312026-02-02 GEV GE VERNOVA INC480 shares-6.43%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO2.1K shares-15.42%2025-12-312026-02-02 AVIE AMERICAN CENTY ETF TR4.4K shares0.00%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW315 shares-5.41%2025-12-312026-02-02 LLY ELI LILLY & CO278 sharesnew addition2025-12-312026-02-02 KO COCA COLA CO4.0K shares-20.03%2025-12-312026-02-02 CVX CHEVRON CORP NEW1.6K shares-0.67%2025-12-312026-02-02 INDA ISHARES TR5.2K shares0.00%2025-12-312026-02-02 VGT VANGUARD WORLD FD346 shares17.29%2025-12-312026-02-02 AEP AMERICAN ELEC PWR CO INC2.1K shares-8.48%2025-12-312026-02-02 HON HONEYWELL INTL INC1.1K shares0.09%2025-12-312026-02-02 V VISA INC725 shares8.37%2025-12-312026-02-02 UDR UDR INC6.4K shares0.00%2025-12-312026-02-02 WFC WELLS FARGO CO NEW2.7K shares0.11%2025-12-312026-02-02 PFE PFIZER INC9.0K shares-14.72%2025-12-312026-02-02 HIG HARTFORD INSURANCE GROUP INC1.8K shares0.62%2025-12-312026-02-02 MMS MAXIMUS INC2.2K shares-22.21%2025-12-312026-02-02 KMX CARMAX INC4.7K shares-5.34%2025-12-312026-02-02 XBIL RBB FD INC4.1K shares0.00%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR2.3K sharesnew addition2025-12-312026-02-02 EMR EMERSON ELEC CO1.4K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available