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Institutional Investment Manager
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. (CIK: 0001481714) incorporated in Virginia, located at 9030 Stony Point Parkway Suite 160, Richmond, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 39 holdings with a total value of $187,492,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD WORLD FD 777,744 50,771,000 27.08% SH
2 VANGUARD BD INDEX FDS 606,158 49,663,000 26.49% SH
3 ISHARES TR 136,462 26,298,000 14.03% SH
4 VANGUARD INDEX FDS 105,655 10,430,000 5.56% SH
5 VANGUARD INDEX FDS 81,251 9,480,000 5.06% SH
6 VANGUARD INDEX FDS 94,143 8,289,000 4.42% SH
7 ISHARES TR 35,546 4,856,000 2.59% SH
8 VANGUARD INTL EQUITY INDEX F 109,291 4,659,000 2.48% SH
9 ALTRIA GROUP INC 70,415 3,831,000 2.04% SH
10 CARMAX 49,082 2,912,000 1.55% SH
11 PHILIP MORRIS INTL INC 35,882 2,847,000 1.52% SH
12 DOMINION ENERGY INC 22,137 1,558,000 0.83% SH
13 POLARIS INDS INC 11,580 1,388,000 0.74% SH
14 HCA HOLDINGS INC 13,877 1,074,000 0.57% SH
15 EXXON MOBIL CORP 13,828 1,028,000 0.55% SH
16 MAXIMUS INC 12,711 757,000 0.40% SH
17 APPLE INC 6,266 691,000 0.37% SH
18 GENERAL ELECTRIC CO 26,294 663,000 0.35% SH
19 CAPITAL ONE FINL CORP 7,465 541,000 0.29% SH
20 INTERNATIONAL BUSINESS MACHS 3,529 512,000 0.27% SH
21 JOHNSON & JOHNSON 4,869 454,000 0.24% SH
22 PFIZER INC 11,582 364,000 0.19% SH
23 AT&T INC 10,710 349,000 0.19% SH
24 UDR INC 9,479 327,000 0.17% SH
25 GRAINGER W W INC 1,521 327,000 0.17% SH
26 BERKSHIRE HATHAWAY INC DE CL B NEW 2,506 327,000 0.17% SH
27 VERIZON COMMUNICATIONS INC 7,452 324,000 0.17% SH
28 MICROSOFT CORP 7,115 315,000 0.17% SH
29 COCA COLA CO 7,628 306,000 0.16% SH
30 MONDELEZ INTL INC 7,197 301,000 0.16% SH
31 BB&T CORP 8,221 293,000 0.16% SH
32 BRANDYWINE RLTY TR SH BEN INT NEW 21,877 270,000 0.14% SH
33 DUKE ENERGY CORP NEW 3,744 269,000 0.14% SH
34 PROCTER AND GAMBLE CO 3,047 219,000 0.12% SH
35 SPDR S&P 500 ETF TR 1,111 213,000 0.11% SH
36 WELLS FARGO & CO NEW 4,034 207,000 0.11% SH
37 BANK AMER CORP 13,006 203,000 0.11% SH
38 LAKELAND BANCORP INC COM 13,639 152,000 0.08% SH
39 LRAD CORP 14,349 24,000 0.01% SH

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001481714-15-000004, filed 2015.10.20).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.