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
111 檔
47.1%
In Q2 2025, Verus Financial Partners, Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 111 disclosed stock positions.
In Q2 2025, Verus Financial Partners, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.84% | +0.81% | +1.98% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.83% | -0.31% | +3.27% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.61% | +0.01% | -1.27% | |
| 4 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 7.17% | -0.28% | +2.92% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.70% | -0.22% | +3.22% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.81% | +0.08% | -0.79% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.49% | -0.04% | -1.03% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.36% | -0.02% | +2.79% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.79% | -0.22% | +2.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.02% | -0.16% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.04% | -0.01% | -49.31% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.95% | -0.41% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.83% | -0.02% | +2.75% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.10% | +0.03% | -0.57% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.24% | -0.01% | -1.41% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.03% | -30.50% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | — | -0.76% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.81% | -0.04% | +0.23% | |
| 19 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.51% | +0.12% | — | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.45% | +0.03% | +10.87% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | +0.04% | -3.11% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | — | -1.22% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | +3.52% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | +0.02% | -0.80% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.01% | -2.93% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +0.06% | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.23% | — | +1.31% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | +0.01% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.20% | -0.05% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.19% | — | +0.90% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | -2.00% | |
| 32 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.19% | -0.04% | +0.56% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -0.02% | -0.57% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | +3.24% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.14% | — | -0.03% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.13% | +0.01% | +0.26% | |
| 37 | BDN | Brandywine Realty Trust | Stock-Other | 0.12% | — | +28.78% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.12% | +0.52% | +0.38% | |
| 39 | D | Dominion Energy Inc | Stock-Utilities | 0.11% | +0.02% | +20.88% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | -5.08% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.10% | -0.01% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | -1.37% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.09% | — | +0.27% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | +1.91% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.09% | +0.01% | — | |
| 47 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.09% | -0.01% | +1.81% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +38.82% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | — | +0.03% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | -2.53% |
According to official SEC Form 13F filings, Verus Financial Partners, Inc. reported a total U.S. public equity portfolio value of $1.2B across 111 disclosed positions in Q2 2025.
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 47.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVLV
市值: $28.9M
Top Position Liquidated / Trimmed
VXUS
前期市值: $66.5M
During Q2 2025, Verus Financial Partners, Inc.'s top holdings by market value included VTI (23.8%)、BND (11.8%)、VXUS (7.6%). The largest single position, VTI, represented 23.8% of total portfolio value.
In Q2 2025, Verus Financial Partners, Inc. made 47 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 13 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.