Verus Financial Partners, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$860M
Signature - Title
Julie Waitman - Vice President
Location
9030 Stony Point Parkway Suite 160, Richmond, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 95 $860M +$20.7M -$18.4M +$2.37M VTI, BND, VXUS, AVSF, VBR 13F-HR 8/5/2024, 12:55 PM
Q1 2024 98 $854M +$55.8M -$44.3M +$11.5M VTI, BND, AVSF, VXUS, VBR 13F-HR 5/7/2024, 04:11 PM
Q4 2023 98 $808M +$13.5M -$39.6M -$26.2M VTI, BND, AVSF, VXUS, VBR 13F-HR 2/6/2024, 07:32 PM
Q3 2023 103 $768M +$62.4M -$43M +$19.4M VTI, BND, AVSF, VXUS, VBR 13F-HR 10/23/2023, 09:29 PM
Q2 2023 103 $793M +$65.7M -$49.1M +$16.6M VTI, BND, VEU, AVSF, VBR 13F-HR 7/27/2023, 11:19 AM
Q1 2023 100 $733M +$109M -$86.2M +$22.6M VTI, BND, VEU, BSV, AVSF 13F-HR 5/5/2023, 06:14 PM
Q4 2022 98 $726M +$57.1M -$52.2M +$4.98M VTI, VEU, VUSB, BSV, VBR Restatement 5/5/2023, 06:18 PM
Q3 2022 101 $661M +$43.7M -$37.1M +$6.55M VTI, VEU, VUSB, BSV, IXUS 13F-HR 10/31/2022, 04:43 PM
Q2 2022 95 $697M +$90.1M -$39.4M +$50.6M VTI, VEU, VUSB, BSV, IXUS 13F-HR 8/2/2022, 06:16 PM
Q1 2022 98 $705M +$14.6M -$11.6M +$2.92M VTI, VEU, BSV, BNDX, IXUS 13F-HR 4/15/2022, 05:18 PM
Q4 2021 95 $756M +$77.8M -$1.85M +$76M VTI, VEU, BNDX, BSV, IXUS 13F-HR 1/19/2022, 04:11 PM
Q3 2021 96 $668M +$15.2M -$19M -$3.74M VTI, VEU, BSV, IXUS, VBR 13F-HR 10/28/2021, 06:38 PM
Q2 2021 94 $655M +$14.6M -$7.03M +$7.55M VTI, VEU, BSV, IXUS, VBR 13F-HR 7/22/2021, 08:28 PM
Q1 2021 87 $631M +$21.1M -$18.6M +$2.42M VTI, VEU, BSV, IXUS, VBR 13F-HR 4/27/2021, 04:45 PM
Q4 2020 81 $584M +$535M -$90.7M +$444M VTI, VEU, BSV, IXUS, VBR 13F-HR 2/9/2021, 08:37 PM
Q3 2020 173 $274M +$237M -$258M -$20.7M BOC, AMZN, UNP, VXUS, AAPL 13F-HR 11/3/2020, 09:59 AM
Q2 2020 76 $464M +$90.7M -$2.82M +$87.8M VTI, BSV, VEU, IXUS, MGC 13F-HR 7/31/2020, 04:09 PM
Q1 2020 66 $328M +$55.6M -$4.73M +$50.9M BSV, VTI, IXUS, MGC, VV 13F-HR 4/9/2020, 03:54 PM
Q4 2019 74 $331M +$14.1M -$6.04M +$8.05M VTI, BSV, MGC, VV, IVV 13F-HR 1/21/2020, 01:56 PM
Q3 2019 66 $305M +$35.5M -$11.6M +$23.9M VTI, BSV, MGC, VV, IVV 13F-HR 10/15/2019, 05:09 PM
Q2 2019 53 $266M +$22M -$14.3M +$7.64M VTI, BSV, MGC, VV, VO 13F-HR 8/5/2019, 02:17 PM
Q1 2019 54 $283M VTI, BSV, MGC, VV, IVV 13F-HR 4/19/2019, 02:50 PM
Q4 2018 35 $259M VTI, BND, MGC, VV, IVV 13F-HR 1/8/2019, 04:04 PM
Q3 2018 51 $279M +$6.09M -$3.85M +$2.25M VTI, BND, MGC, VV, IVV 13F-HR 11/9/2018, 12:21 PM
Q2 2018 48 $265M +$4.34M -$5.57M -$1.23M VTI, BND, MGC, VV, IVV 13F-HR 7/16/2018, 11:24 AM
Q1 2018 50 $264M +$27.6M -$12.8M +$14.8M BND, VTI, MGC, VV, IVV 13F-HR 4/23/2018, 12:56 PM
Q4 2017 46 $244M +$6.46M -$2.56M +$3.9M VTI, BND, MGC, VV, VO 13F-HR 1/29/2018, 10:48 AM
Q3 2017 47 $259M +$13.7M -$8.88M +$4.77M BND, VTI, MGC, VV, IVV 13F-HR 11/3/2017, 02:22 PM
Q2 2017 45 $248M +$13.6M -$13M +$642K BND, VTI, MGC, VV, IVV 13F-HR 7/28/2017, 03:37 PM
Q1 2017 52 $244M +$27.9M -$24.1M +$3.81M BND, MGC, VTI, VV, IVV 13F-HR 4/12/2017, 05:28 PM
Q4 2016 45 $230M +$4.4M -$2.28M +$2.12M BND, MGC, IVV, VV, VTI 13F-HR 1/26/2017, 11:30 AM
Q3 2016 45 $225M +$1.94M -$3.16M -$1.22M BND, MGC, IVV, VV, VTI 13F-HR 10/13/2016, 10:59 AM
Q2 2016 47 $222M +$3.65M -$1.78M +$1.87M BND, MGC, IVV, VV, VTI 13F-HR 7/15/2016, 04:03 PM
Q1 2016 47 $217M +$6.02M -$3.62M +$2.4M BND, MGC, IVV, VV, VTI 13F-HR 4/25/2016, 03:36 PM
Q4 2015 49 $212M +$19M -$821K +$18.2M MGC, BND, IVV, VV, VTI 13F-HR 2/8/2016, 11:22 AM
Q3 2015 39 $187M +$3.27M -$1.61M +$1.66M MGC, BND, IVV, VTI, VO 13F-HR 10/20/2015, 03:10 PM
Q2 2015 44 $197M +$4.15M -$1.03M +$3.13M MGC, BND, IVV, VTI, VO 13F-HR 7/24/2015, 12:25 PM
Q1 2015 45 $197M +$13M -$4.49M +$8.54M MGC, BND, IVV, VTI, VO 13F-HR 4/7/2015, 12:50 PM
Q4 2014 43 $187M +$5.38M -$2.91M +$2.47M MGC, BND, IVV, VTI, VO 13F-HR 1/21/2015, 04:00 PM
Q3 2014 46 $178M +$1.45M -$2.26M -$810K MGC, BND, IVV, VTI, VO 13F-HR 11/6/2014, 02:43 PM
Q2 2014 45 $179M +$2.17M -$8.16M -$5.99M MGC, BND, IVV, VTI, VO 13F-HR 7/21/2014, 01:54 PM
Q1 2014 48 $180M +$3.41M -$17.3M -$13.9M MGC, BND, IVV, VTI, VO 13F-HR 5/2/2014, 06:31 PM
Q4 2013 45 $192M MGC, BND, IVV, VTI, VO 13F-HR 2/10/2014, 04:09 PM