Institutional Fund
Verus Financial Partners, Inc.
Richmond, VACIK 14817145 filings on record
Portfolio Value
$1.11B
Q1 2026
Holdings
121
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+2.6%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.0%
- Vanguard Bd Index Fds11.8%
- Vanguard Star Fds7.5%
- American Centy ETF Tr5.7%
- American Centy ETF Tr5.7%
- Vanguard Bd Index Fds4.7%
- Other40.6%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 773.9K | $267.78M | 24.0% | +10.0K | Added |
| 2 | Vanguard Bd Index Fds | 1.78M | $131.53M | 11.8% | +71.1K | Added |
| 3 | Vanguard Star Fds | 1.01M | $83.51M | 7.5% | −6.3K | Reduced |
| 4 | American Centy ETF Tr | 1.53M | $63.85M | 5.7% | +57.2K | Added |
| 5 | American Centy ETF Tr | 1.36M | $63.44M | 5.7% | +13.3K | Added |
| 6 | Vanguard Bd Index Fds | 672.0K | $51.96M | 4.7% | +72.4K | Added |
| 7 | Vanguard Intl Equity Index F | 643.8K | $51.83M | 4.6% | −3.5K | Reduced |
| 8 | Vanguard World Fd | 201.8K | $51.74M | 4.6% | +152 | Added |
| 9 | Dimensional ETF Trust | 846.7K | $46.84M | 4.2% | −5.0K | Reduced |
| 10 | Dimensional ETF Trust | 751.3K | $37.93M | 3.4% | +153.8K | Added |
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