Sponsored

The Analysis of Verus Financial Partners, Inc.'s Holdings & P&L

Currently, Verus Financial Partners, Inc. holds 121 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DFUV (+153.8K shares, valued at $7.8M), BIV (+72.4K shares, valued at $5.6M), BND (+71.1K shares, valued at $5.2M); decreased their positions in AVLV (-153.2K shares, valued at $13.0M), DVY (-8.4K shares, valued at $1.3M), VBR (-3.1K shares, valued at $718.8K); initiated new positions in VTEI (+29.0K shares, valued at $2.9M), GLW (+1.8K shares, valued at $292.8K), CIEN (+530 shares, valued at $262.4K).

1M P&L

+24.8M+2.24%

3M P&L

-850.0K-0.07%

HY P&L

+57.0M+5.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

96.2%

2Tobacco7.6M

0.7%

3Consumer Electronics3.3M

0.3%

Top Industries by Stock Count

1N/A57 stocks

51.4%

2Drug Manufacturers - General4 stocks

3.6%

3Utilities - Regulated Electric3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS773.9K shares1.31%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS1.8M shares4.15%2026-03-312026-04-21

VXUS VANGUARD STAR FDS1.0M shares-0.62%2026-03-312026-04-21

AVIG AMERICAN CENTY ETF TR1.5M shares3.88%2026-03-312026-04-21

AVSF AMERICAN CENTY ETF TR1.4M shares0.99%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS672.0K shares12.07%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F643.8K shares-0.55%2026-03-312026-04-21

MGC VANGUARD WORLD FD201.8K shares0.08%2026-03-312026-04-21

Sponsored

DFIV DIMENSIONAL ETF TRUST846.7K shares-0.58%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST751.3K shares25.74%2026-03-312026-04-21

IVV ISHARES TR47.9K shares0.02%2026-03-312026-04-21

VBR VANGUARD INDEX FDS134.7K shares-2.28%2026-03-312026-04-21

VV VANGUARD INDEX FDS70.4K shares0.12%2026-03-312026-04-21

AVLV AMERICAN CENTY ETF TR257.4K shares-37.32%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS284.5K shares2.53%2026-03-312026-04-21

IXUS ISHARES TR146.8K shares-1.45%2026-03-312026-04-21

Sponsored

VTEB VANGUARD MUN BD FDS184.0K shares0.72%2026-03-312026-04-21

VO VANGUARD INDEX FDS28.2K shares-1.78%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS97.5K shares8.68%2026-03-312026-04-21

DVY ISHARES TR45.8K shares-15.47%2026-03-312026-04-21

DFNM DIMENSIONAL ETF TRUST95.8K shares2.44%2026-03-312026-04-21

IJH ISHARES TR57.1K shares-1.53%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC26.1K shares-0.09%2026-03-312026-04-21

MO ALTRIA GROUP INC54.7K shares-0.17%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.9K shares0.08%2026-03-312026-04-21

AAPL APPLE INC12.7K shares0.88%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares0.06%2026-03-312026-04-21

VTEI VANGUARD MUN BD FDS29.0K sharesnew addition2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR30.2K shares0.00%2026-03-312026-04-21

VTHR VANGUARD SCOTTSDALE FDS7.8K shares-0.01%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F16.3K shares-0.03%2026-03-312026-04-21

HCA HCA HEALTHCARE INC4.8K shares0.00%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR73.8K shares-17.71%2026-03-312026-04-21

MSFT MICROSOFT CORP5.0K shares11.31%2026-03-312026-04-21

IWD ISHARES TR9.2K shares0.01%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST42.2K shares-0.99%2026-03-312026-04-21

D DOMINION ENERGY INC26.8K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP10.3K shares0.03%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS26.7K shares-12.59%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS5.7K shares0.00%2026-03-312026-04-21

Sponsored

VUSB VANGUARD BD INDEX FDS27.2K shares1.09%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON4.9K shares4.84%2026-03-312026-04-21

ALPHABET INC ALPHABET INC3.4K shares23.83%2026-03-312026-04-21

AVIV AMERICAN CENTY ETF TR14.0K shares0.13%2026-03-312026-04-21

GWW WW GRAINGER INC972 shares-10.17%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST14.1K shares0.23%2026-03-312026-04-21

IWF ISHARES TR2.3K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-1.72%2026-03-312026-04-21

Sponsored

VBIL VANGUARD INSTL INDEX FD13.1K shares-9.42%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO3.0K shares3.84%2026-03-312026-04-21

VB VANGUARD INDEX FDS3.2K shares-2.64%2026-03-312026-04-21

AMZN AMAZON COM INC3.5K shares42.45%2026-03-312026-04-21

NVDA NVIDIA CORPORATION4.2K shares54.73%2026-03-312026-04-21

CAT CATERPILLAR INC1.0K shares-5.08%2026-03-312026-04-21

BDN BRANDYWINE RLTY TR260.7K shares2.90%2026-03-312026-04-21

META META PLATFORMS INC1.1K shares43.14%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC3.0K shares-5.23%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares0.00%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP2.2K shares-1.41%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares0.00%2026-03-312026-04-21

QCOM QUALCOMM INC4.9K shares-11.01%2026-03-312026-04-21

NDAQ NASDAQ INC7.0K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.1K shares0.00%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST14.8K shares0.04%2026-03-312026-04-21

Sponsored

ILF ISHARES TR16.2K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD TR1.4K shares-3.11%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST16.4K shares0.02%2026-03-312026-04-21

BAC BANK AMERICA CORP11.0K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW3.6K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.4K shares28.29%2026-03-312026-04-21

SO SOUTHERN CO6.0K shares0.00%2026-03-312026-04-21

VDE VANGUARD WORLD FD3.4K shares0.55%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS2.4K shares0.04%2026-03-312026-04-21

PPLT ABRDN PLATINUM ETF TRUST2.5K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC480 shares0.00%2026-03-312026-04-21

MCK MCKESSON CORP524 shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares0.06%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC3.9K shares0.03%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.2K shares0.09%2026-03-312026-04-21

AVXC AMERICAN CENTY ETF TR5.7K shares0.00%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC2.0K shares-1.52%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.2K shares-1.38%2026-03-312026-04-21

PEP PEPSICO INC2.5K shares0.00%2026-03-312026-04-21

WMT WALMART INC3.2K shares0.06%2026-03-312026-04-21

VBK VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC1.1K shares0.52%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST5.0K shares-3.30%2026-03-312026-04-21

WTV WISDOMTREE TR3.9K shares0.00%2026-03-312026-04-21

Sponsored

V VISA INC1.2K shares64.41%2026-03-312026-04-21

MCD MCDONALDS CORP1.2K shares-1.45%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF8.6K shares-3.37%2026-03-312026-04-21

GUNR FLEXSHARES TR6.6K shares0.37%2026-03-312026-04-21

CVX CHEVRON CORPORATION1.9K shares18.22%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR566 shares-0.53%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC7.7K shares-4.82%2026-03-312026-04-21

Sponsored

DFSD DIMENSIONAL ETF TRUST7.4K shares0.07%2026-03-312026-04-21

AVIE AMERICAN CENTY ETF TR4.4K shares0.00%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC5.6K shares0.07%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION315 shares0.00%2026-03-312026-04-21

KO COCA COLA CO4.0K shares0.00%2026-03-312026-04-21

PG PROCTER & GAMBLE CO2.1K shares-1.18%2026-03-312026-04-21

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.1K shares0.05%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO313 shares12.59%2026-03-312026-04-21

WFC WELLS FARGO & CO3.4K shares26.62%2026-03-312026-04-21

VGT VANGUARD WORLD FD346 shares0.00%2026-03-312026-04-21

CIEN CIENA CORP530 sharesnew addition2026-03-312026-04-21

INDA ISHARES TR5.2K shares0.00%2026-03-312026-04-21

HON HONEYWELL INTL INC1.1K shares0.00%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC1.8K shares0.39%2026-03-312026-04-21

PFE PFIZER INC9.0K shares0.00%2026-03-312026-04-21

Sponsored

HWM HOWMET AEROSPACE INC916 sharesnew addition2026-03-312026-04-21

UDR UDR INC6.4K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP968 sharesnew addition2026-03-312026-04-21

MU MICRON TECHNOLOGY INC476 sharesnew addition2026-03-312026-04-21

CSX CSX CORP4.9K sharesnew addition2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR2.3K shares0.13%2026-03-312026-04-21

XBIL RBB FD INC4.1K shares0.00%2026-03-312026-04-21

YUM YUM BRANDS INC1.3K sharesnew addition2026-03-312026-04-21

Sponsored

RKT ROCKET COS INC10.2K sharesnew addition2026-03-312026-04-21

VTI

VANGUARD INDEX FDS

1.31%

Shares773.9K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

4.15%

Shares1.8M

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

-0.62%

Shares1.0M

Event2026-03-31

Filed2026-04-21

AVIG

AMERICAN CENTY ETF TR

3.88%

Shares1.5M

Event2026-03-31

Filed2026-04-21

AVSF

AMERICAN CENTY ETF TR

0.99%

Shares1.4M

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

12.07%

Shares672.0K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

-0.55%

Shares643.8K

Event2026-03-31

Filed2026-04-21

MGC

VANGUARD WORLD FD

0.08%

Shares201.8K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-0.58%

Shares846.7K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

25.74%

Shares751.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.02%

Shares47.9K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-2.28%

Shares134.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.12%

Shares70.4K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

-37.32%

Shares257.4K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

2.53%

Shares284.5K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

-1.45%

Shares146.8K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

0.72%

Shares184.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-1.78%

Shares28.2K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

8.68%

Shares97.5K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

-15.47%

Shares45.8K

Event2026-03-31

Filed2026-04-21

DFNM

DIMENSIONAL ETF TRUST

2.44%

Shares95.8K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-1.53%

Shares57.1K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

-0.09%

Shares26.1K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

-0.17%

Shares54.7K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.08%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.88%

Shares12.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.06%

Shares5.0K

Event2026-03-31

Filed2026-04-21

VTEI

VANGUARD MUN BD FDS

New

Shares29.0K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-21

VTHR

VANGUARD SCOTTSDALE FDS

-0.01%

Shares7.8K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

-0.03%

Shares16.3K

Event2026-03-31

Filed2026-04-21

HCA

HCA HEALTHCARE INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-17.71%

Shares73.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

11.31%

Shares5.0K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.01%

Shares9.2K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

-0.99%

Shares42.2K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

0.00%

Shares26.8K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.03%

Shares10.3K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

-12.59%

Shares26.7K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-21

VUSB

VANGUARD BD INDEX FDS

1.09%

Shares27.2K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

4.84%

Shares4.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

23.83%

Shares3.4K

Event2026-03-31

Filed2026-04-21

AVIV

AMERICAN CENTY ETF TR

0.13%

Shares14.0K

Event2026-03-31

Filed2026-04-21

GWW

WW GRAINGER INC

-10.17%

Shares972

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

0.23%

Shares14.1K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-1.72%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD INSTL INDEX FD

-9.42%

Shares13.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

3.84%

Shares3.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.64%

Shares3.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

42.45%

Shares3.5K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

54.73%

Shares4.2K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-5.08%

Shares1.0K

Event2026-03-31

Filed2026-04-21

BDN

BRANDYWINE RLTY TR

2.90%

Shares260.7K

Event2026-03-31

Filed2026-04-21