2026 Q1 Portfolio Activity
In 2026 Q1, Verus Financial Partners, Inc. maintained a portfolio of 124 distinct positions. The most significant new addition was VANGUARD MUN BD FDS, now representing 0.26% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 25.7%. The fund also reduced its exposure to AMERICAN CENTY ETF TR by 37.3%.
Position History
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Total Positions
124
Quarter
2026 Q1
Top Holding
VTI (24.0%)
Top 10 Concentration
76.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 124
Verus Financial Partners, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 24.02% | 24.04% |
#1
Prev: #1
|
6.5 |
—
|
10,035 | 1.3% |
P
S
|
773,864 | $267,780,264 |
$149.49
+143.1%
|
2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
BND
VANGUARD BD IND...
|
ETF | 11.80% | 11.71% |
#2
Prev: #2
|
6.0 |
—
|
71,054 | 4.2% |
P
S
|
1,782,940 | $131,527,459 |
$62.27
+17.0%
|
2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 7.49% | 7.47% |
#3
Prev: #3
|
4.5 |
—
|
-6,298 | -0.6% |
P
S
|
1,010,609 | $83,506,658 |
$49.05
+77.3%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 5.73% | 5.70% |
#4
1
Prev: #5
|
3.3 |
—
|
57,241 | 3.9% |
P
S
|
1,531,531 | $63,849,540 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 5.69% | 5.82% |
#5
1
Prev: #4
|
3.3 |
—
|
13,308 | 1.0% |
P
S
|
1,355,906 | $63,439,443 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 4.66% | 4.30% |
#6
2
Prev: #8
|
3.9 |
—
|
72,355 | 12.1% |
P
S
|
671,968 | $51,956,579 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 4.65% | 4.63% |
#7
Prev: #7
|
2.4 |
—
|
-3,539 | -0.5% |
P
S
|
643,775 | $51,830,337 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MGC
VANGUARD WORLD ...
|
ETF | 4.64% | 4.71% |
#8
2
Prev: #6
|
2.4 |
—
|
152 | 0.1% |
P
S
|
201,789 | $51,742,775 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 4.20% | 4.11% |
#9
Prev: #9
|
2.2 |
—
|
-4,982 | -0.6% |
P
S
|
846,737 | $46,841,489 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.40% | 2.68% |
#10
3
Prev: #13
|
3.9 |
—
|
153,800 | 25.7% |
P
S
|
751,341 | $37,927,675 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 3.03% | 3.06% |
#11
1
Prev: #10
|
1.7 |
—
|
9 | 0.0% |
P
S
|
47,862 | $33,730,440 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 2.76% | 2.85% |
#12
Prev: #12
|
1.6 |
—
|
-3,149 | -2.3% |
P
S
|
134,671 | $30,739,908 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 2.04% | 2.07% |
#13
1
Prev: #14
|
1.3 |
—
|
82 | 0.1% |
P
S
|
70,384 | $22,703,066 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 1.95% | 3.02% |
#14
3
Prev: #11
|
0.8 |
—
|
-153,224 | -37.3% |
P
S
|
257,373 | $21,776,362 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.28% | 1.26% |
#15
Prev: #15
|
1.0 |
—
|
7,007 | 2.5% |
P
S
|
284,482 | $14,266,754 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IXUS
ISHARES TR
|
ETF | 1.22% | 1.23% |
#16
Prev: #16
|
1.0 |
—
|
-2,160 | -1.5% |
P
S
|
146,762 | $13,632,695 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.83% | 0.85% |
#17
Prev: #17
|
0.8 |
—
|
1,322 | 0.7% |
P
S
|
183,963 | $9,251,521 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.77% | 0.79% |
#18
Prev: #18
|
0.8 |
—
|
-512 | -1.8% |
P
S
|
28,208 | $8,540,204 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 0.66% | 0.63% |
#19
1
Prev: #20
|
2.3 |
—
|
7,782 | 8.7% |
P
S
|
97,483 | $7,386,295 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DVY
ISHARES TR
|
ETF | 0.63% | 0.74% |
#20
1
Prev: #19
|
0.8 |
—
|
-8,386 | -15.5% |
P
S
|
45,808 | $7,003,108 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.42% |
#21
1
Prev: #22
|
0.7 |
—
|
2,279 | 2.4% |
P
S
|
95,785 | $4,628,320 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJH
ISHARES TR
|
ETF | 0.37% | 0.37% |
#22
1
Prev: #23
|
0.6 |
—
|
-884 | -1.5% |
P
S
|
57,058 | $4,079,088 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.37% | 0.42% |
#23
2
Prev: #21
|
0.6 |
—
|
-24 | -0.1% |
P
S
|
26,053 | $4,070,467 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.32% | 0.32% |
#24
Prev: #24
|
0.6 |
—
|
-93 | -0.2% |
P
S
|
54,749 | $3,555,392 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.31% | 0.31% |
#25
Prev: #25
|
0.6 |
—
|
4 | 0.1% |
P
S
|
4,934 | $3,461,696 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.30% | 0.29% |
#26
Prev: #26
|
0.6 |
—
|
111 | 0.9% |
P
S
|
12,665 | $3,335,929 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#27
Prev: #27
|
0.6 |
—
|
3 | 0.1% |
P
S
|
4,967 | $3,203,100 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEI
VANGUARD MUN BD...
|
Bond/Debt | 0.26% | — |
#28
Prev: #—
|
3.6 |
—
|
29,016 | — |
NEW
|
29,016 | $2,919,849 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.24% | 0.26% |
#29
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
30,161 | $2,719,316 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTHR
VANGUARD SCOTTS...
|
ETF | 0.22% | 0.22% |
#30
Prev: #30
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
7,833 | $2,427,869 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.22% | 0.22% |
#31
Prev: #31
|
0.6 |
—
|
-5 | -0.0% |
P
S
|
16,272 | $2,421,178 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 0.21% | 0.21% |
#32
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
4,770 | $2,303,767 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.20% | 0.24% |
#33
4
Prev: #29
|
0.6 |
—
|
-15,869 | -17.7% |
P
S
|
73,754 | $2,272,362 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.19% | 0.19% |
#34
1
Prev: #33
|
2.1 |
—
|
506 | 11.3% |
P
S
|
4,979 | $2,092,318 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWD
ISHARES TR
|
ETF | 0.19% | 0.19% |
#35
1
Prev: #34
|
0.6 |
—
|
1 | 0.0% |
P
S
|
9,202 | $2,069,818 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.17% |
#36
1
Prev: #35
|
0.6 |
—
|
-423 | -1.0% |
P
S
|
42,168 | $1,793,401 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
D
DOMINION ENERGY...
|
Utilities | 0.15% | 0.15% |
#37
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
26,839 | $1,676,893 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.14% | 0.13% |
#38
1
Prev: #39
|
0.6 |
—
|
3 | 0.0% |
P
S
|
10,303 | $1,565,796 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.14% | 0.17% |
#39
3
Prev: #36
|
0.6 |
—
|
-3,844 | -12.6% |
P
S
|
26,690 | $1,560,949 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.13% | 0.16% |
#40
3
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
5,690 | $1,428,190 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 0.12% | 0.12% |
#41
1
Prev: #40
|
0.5 |
—
|
293 | 1.1% |
P
S
|
27,248 | $1,355,710 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.10% | 0.10% |
#42
5
Prev: #47
|
0.5 |
—
|
227 | 4.8% |
P
S
|
4,921 | $1,154,259 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.10% | 0.08% |
#43
5
Prev: #48
|
2.5 |
—
|
648 | 23.8% |
P
S
|
3,367 | $1,131,322 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.10% | 0.10% |
#44
Prev: #44
|
0.5 |
—
|
18 | 0.1% |
P
S
|
14,045 | $1,104,252 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.10% | 0.10% |
#45
4
Prev: #41
|
0.5 |
—
|
-110 | -10.2% |
P
S
|
972 | $1,102,221 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.10% |
#46
1
Prev: #45
|
0.5 |
—
|
33 | 0.2% |
P
S
|
14,131 | $1,066,623 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWF
ISHARES TR
|
ETF | 0.09% | 0.10% |
#47
4
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
2,257 | $1,059,052 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.09% | 0.10% |
#48
2
Prev: #46
|
0.5 |
—
|
-37 | -1.7% |
P
S
|
2,120 | $1,007,254 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.09% | 0.10% |
#49
7
Prev: #42
|
0.5 |
—
|
-1,367 | -9.4% |
P
S
|
13,142 | $992,856 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.08% | 0.08% |
#50
Prev: #50
|
0.5 |
—
|
112 | 3.8% |
P
S
|
3,031 | $939,576 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 124 holdings