Institutional Manager · CIK 0001481714
Verus Financial Partners, Inc.
RICHMOND, VA · File #028-13642
Latest AUM
$1.09B
Positions
115
Top-10 Concentration
77.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Sep 2025121 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $981.5M
- 13F HOLDINGS REPORTQ/E Mar 2025104 pos · $876.7M
- 13F HOLDINGS REPORTQ/E Dec 202497 pos · $890.8M
- 13F HOLDINGS REPORTQ/E Sep 202498 pos · $912.9M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $860.2M
- 13F HOLDINGS REPORTQ/E Mar 202498 pos · $853.8M
- 13F HOLDINGS REPORTQ/E Dec 2023103 pos · $767.5M
- 13F HOLDINGS REPORTQ/E Sep 2023103 pos · $793.1M
- 13F HOLDINGS REPORTQ/E Jun 2023102 pos · $733.9M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2023100 pos · $726.6M
- 13F HOLDINGS REPORTQ/E Mar 2023100 pos · $726.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 763,829 | $261.3M | 24.67% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 1,711,886 | $127.3M | 12.02% |
| 3 | VANGUARD STAR FDS | 921909768 | 1,016,907 | $81.2M | 7.67% |
| 4 | AMERICAN CENTY ETF TR | 025072687 | 1,342,598 | $63.3M | 5.98% |
| 5 | AMERICAN CENTY ETF TR | 025072562 | 1,474,290 | $62.0M | 5.85% |
| 6 | VANGUARD WORLD FD | 921910873 | 201,637 | $51.2M | 4.83% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042775 | 647,314 | $50.3M | 4.75% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 599,613 | $46.7M | 4.41% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 851,719 | $44.7M | 4.22% |
| 10 | ISHARES TR | 464287200 | 47,853 | $33.3M | 3.14% |
| 11 | AMERICAN CENTY ETF TR | 025072349 | 410,597 | $32.8M | 3.09% |
| 12 | VANGUARD INDEX FDS | 922908611 | 137,820 | $30.9M | 2.92% |
| 13 | DIMENSIONAL ETF TRUST | 25434V724 | 597,541 | $29.1M | 2.75% |
| 14 | VANGUARD INDEX FDS | 922908637 | 70,302 | $22.4M | 2.12% |
| 15 | VANGUARD MALVERN FDS | 922020805 | 277,475 | $13.7M | 1.30% |
| 16 | ISHARES TR | 46432F834 | 148,922 | $13.3M | 1.26% |
| 17 | VANGUARD MUN BD FDS | 922907746 | 182,641 | $9.2M | 0.87% |
| 18 | VANGUARD INDEX FDS | 922908629 | 28,720 | $8.6M | 0.81% |
| 19 | ISHARES TR | 464287168 | 54,194 | $8.1M | 0.76% |
| 20 | VANGUARD MUN BD FDS | 922907712 | 89,701 | $6.8M | 0.64% |