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Livermore
Livermore
ZHEN

Verus Financial Partners, Inc.

SEC CIK
0001481714
Latest filing
Jul 21, 2026

The latest 13F from Verus Financial Partners, Inc. covers Q2 2026 (filed Jul 21, 2026): 127 long positions worth $1.17B. The top 10 holdings make up 76.6% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 24.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$2.15M
Added
51
Est. +$21.6M
Reduced
40
Est. −$8.63M
Sold out
3
Est. −$793.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    24.8%$290.2M
  2. Vanguard Total Bond Market ETF921937835
    11.5%$134.3M
  3. Vanguard Star FDS921909768
    7.5%$87.7M
  4. American Centy ETF Tr025072562
    5.5%$64.4M
  5. American Centy ETF Tr025072687
    5.4%$63.3M

Share of portfolio

Top 5 holdings and the other 122 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF24.8%
  2. Vanguard Total Bond Market ETF11.5%
  3. Vanguard Star FDS7.5%
  4. American Centy ETF Tr5.5%
  5. American Centy ETF Tr5.4%
  6. Other 122 positions45.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V724
    +$4.52MAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$3.84MAdded
  3. Vanguard Total Bond Market ETF921937835
    +$3.40MAdded
  4. Vanguard Intermediate-Term Bond ETF921937819
    +$2.68MAdded
  5. Vanguard Mun BD FDS922907712
    +$1.64MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +0.81 pp24.0% → 24.8%
  2. Dimensional ETF Trust25434V724
    +0.52 pp3.4% → 3.9%
  3. Vanguard Mun BD FDS922907712
    +0.11 pp0.7% → 0.8%
  4. Vanguard Mun BD FDS922907738
    +0.06 pp0.3% → 0.3%
  5. PMPhilip Morris International Inc.
    +0.05 pp0.4% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. American Centy ETF Tr025072349
    −$5.44MReduced
  2. Vanguard Morningstar Small-Cap Value ETF922908611
    −$561.5KReduced
  3. CATCaterpillar Inc
    −$377.3KReducedHistory
  4. MCDMcDonalds Corp
    −$375.1KSold outHistory
  5. Dimensional ETF Trust25434V872
    −$330.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. American Centy ETF Tr025072349
    −0.41 pp2.0% → 1.5%
  2. Vanguard Ftse All-World Ex-US Index Fund922042775
    −0.04 pp4.6% → 4.6%
  3. Dimensional ETF Trust25434V872
    −0.04 pp0.2% → 0.1%
  4. iShares Select Dividend ETF464287168
    −0.04 pp0.6% → 0.6%
  5. MCDMcDonalds Corp
    −0.03 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.17B
+$53.9M (+4.8%) vs. prior quarter
Positions
127
+6 vs. prior quarter
Top 10 concentration
76.6%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
19.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.17B (Q2 2026)

Q1 2021: $631.1MQ2 2021: $654.9MQ3 2021: $667.9MQ4 2021: $756.2MQ1 2022: $704.7MQ2 2022: $697.6MQ3 2022: $660.5MQ4 2022: $726.6MQ1 2023: $733.9MQ2 2023: $793.1MQ3 2023: $767.5MQ4 2023: $808.5MQ1 2024: $853.8MQ2 2024: $860.2MQ3 2024: $912.9MQ4 2024: $890.8MQ1 2025: $876.7MQ2 2025: $981.5MQ3 2025: $1.04BQ4 2025: $1.09BQ1 2026: $1.11BQ2 2026: $1.17B
Q1 2021Q2 2026
13F filings of Verus Financial Partners, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026127$1.17BVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q1 2026SEC
Q1 2026Apr 21, 2026121$1.11BVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q4 2025SEC
Q4 2025Feb 2, 2026115$1.09BVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q3 2025SEC
Q3 2025Oct 30, 2025121$1.04BVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q2 2025SEC
Q2 2025Jul 21, 2025111$981.5MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q1 2025SEC
Q1 2025May 5, 2025104$876.7MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFAmerican Centy ETF Trvs. Q4 2024SEC
Q4 2024Jan 24, 202597$890.8MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFAmerican Centy ETF Trvs. Q3 2024SEC
Q3 2024Nov 1, 202498$912.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q2 2024SEC
Q2 2024Aug 5, 202495$860.2MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDSvs. Q1 2024SEC
Q1 2024May 7, 202498$853.8MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFAmerican Centy ETF Trvs. Q4 2023SEC
Q4 2023Feb 7, 202498$808.5MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFAmerican Centy ETF Trvs. Q3 2023SEC
Q3 2023Oct 24, 2023103$767.5MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFAmerican Centy ETF Trvs. Q2 2023SEC
Q2 2023Jul 27, 2023103$793.1MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2023SEC
Q1 2023May 8, 2023102$733.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2022SEC
Q4 2022May 8, 2023Amended100$726.6MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard BD Index FDSvs. Q3 2022SEC
Q3 2022Oct 31, 2022101$660.5MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard BD Index FDSvs. Q2 2022SEC
Q2 2022Aug 3, 202296$697.6MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard BD Index FDSvs. Q1 2022SEC
Q1 2022Apr 15, 202299$704.7MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard Short-Term Bond ETFvs. Q4 2021SEC
Q4 2021Jan 19, 202295$756.2MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard Total International Bond ETFvs. Q3 2021SEC
Q3 2021Oct 29, 202196$667.9MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard Short-Term Bond ETFvs. Q2 2021SEC
Q2 2021Jul 23, 202194$654.9MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard Short-Term Bond ETFvs. Q1 2021SEC
Q1 2021Apr 27, 202187$631.1MVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard Short-Term Bond ETF–SEC

13D and 13G filings

Companies where Verus Financial Partners, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Verus Financial Partners, Inc. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
American Century ETF TrustExchange Traded Fund13G/A17.30%1.34M shares–Jun 21, 20241 filingJun 21, 2024SEC
American Century ETF TrustExchange Traded Fund13G6.70%1.16M sharesNewJun 21, 20241 filingJun 21, 2024SEC
American Century ETF TrustExchange Traded Fund13G5.60%4.45K sharesNewJan 7, 20251 filingJan 7, 2025SEC

Latest filings

4 filings on file made by Verus Financial Partners, Inc. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Verus Financial Partners, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
American Century ETF TrustExchange Traded FundJan 7, 20252:51 PM ET13G5.60%4.45K sharesNewMar 7, 2023SEC
American Century ETF TrustExchange Traded FundJun 21, 202410:17 AM ET13G/A17.30%1.34M shares–Sep 9, 2022SEC
American Century ETF TrustExchange Traded FundJun 21, 20249:59 AM ET13G6.70%1.16M sharesNewSep 9, 2022SEC
Verus Financial Partners, Inc.Oct 11, 20225:20 PM ET13GOld format–New–SEC