13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001481714
Total reported value
$1.2B
$1.2B
95 檔
41.4%
The Q2 2024 SEC filing reveals that Verus Financial Partners, Inc. held a total portfolio value of $1.2B, covering 95 public equity positions.
During Q2 2024, Verus Financial Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.29% | +0.81% | -1.65% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.80% | -0.31% | +6.53% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.59% | +0.01% | +9.19% | |
| 4 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 7.32% | -0.28% | +2.91% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.21% | -0.01% | -0.21% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.71% | -0.22% | +6.91% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.10% | +0.08% | -0.32% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.79% | -0.04% | -8.29% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.51% | -0.02% | +0.79% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.32% | -0.22% | +3.02% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.02% | -1.78% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.84% | -0.02% | +6.36% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.28% | +0.03% | -14.96% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.53% | -0.01% | -17.67% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | -0.03% | -0.60% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | — | -0.98% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.91% | -0.04% | -13.22% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | — | -3.36% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.43% | +0.03% | +1.02% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.01% | +0.28% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | -4.69% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | +0.04% | -0.38% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | +0.02% | +1.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.23% | -0.02% | -4.86% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.23% | -0.05% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | +0.01% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.21% | — | -1.45% | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.17% | -0.04% | -11.55% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.16% | — | +67.02% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | +0.52% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.16% | — | -2.41% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.13% | +0.52% | +0.35% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.03% | +0.01% | |
| 35 | GWW | Ww Grainger Inc | Stock-Industrials | 0.12% | +0.01% | +0.26% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | — | -3.68% | |
| 37 | BDN | Brandywine Realty Trust | Stock-Other | 0.11% | — | +28.62% | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.11% | +0.01% | -5.25% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.10% | — | +0.28% | |
| 42 | D | Dominion Energy Inc | Stock-Utilities | 0.09% | +0.02% | -8.13% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 44 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.08% | -0.01% | +2.19% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | -1.42% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | — | -4.98% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.07% | -0.01% | -1.28% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 49 | KMX | Carmax Inc | Stock-Consumer Disc | 0.06% | +0.02% | NEW | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | — |
According to official SEC Form 13F filings, Verus Financial Partners, Inc. reported a total U.S. public equity portfolio value of $1.2B across 95 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VXUS) accounted for 41.4% of total reported equity market value during Q2 2024.
During Q2 2024, Verus Financial Partners, Inc.'s top holdings by market value included VTI (23.3%)、BND (11.8%)、VXUS (7.6%). The largest single position, VTI, represented 23.3% of total portfolio value.
In Q2 2024, Verus Financial Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.