Verus Financial Partners, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

As the first quarter of 2023 comes to a close, financial reports from Verus Financial Partners, Inc. reveal some interesting changes in their holdings compared to the second quarter. These 13F filings provide a glimpse into the investments made by Verus Financial Partners, Inc., and the shift in their portfolio. Let's take a closer look at the notable changes and what they mean for the company.

VANGUARD INDEX FDS: VTI

In Q2 2023, Verus Financial Partners, Inc. saw an increase in their holdings of VTI, the Vanguard Index Funds. The number of shares held went up from 686,548 to 724,624, indicating a 19.2% increase. The value of these holdings also rose from $137,982,000 to $164,409,000.

VANGUARD BD INDEX FDS: BND

Verus Financial Partners, Inc. also experienced a positive change in their holdings of BND, the Vanguard Bond Index Funds. The number of shares increased from 1,092,687 to 1,184,986, representing a 6% growth. The value of these holdings also rose from $80,935,000 to $85,816,000.

VANGUARD INTL EQUITY INDEX F: VEU

However, Verus Financial Partners, Inc. saw a significant decrease in their holdings of VEU, the Vanguard International Equity Index Funds. The number of shares held dropped drastically from 1,379,851 to 1,092,421, marking an 18% decline. The value of these holdings also decreased from $74,442,000 to $61,077,000.

AMERICAN CENTY ETF TR: AVSF

Verus Financial Partners, Inc. witnessed a positive change in their holdings of AVSF, the American Century ETF Trust. The number of shares held increased from 1,078,963 to 1,170,817, indicating a 7.1% growth. The value of these holdings also rose from $50,107,000 to $53,647,000.

VANGUARD INDEX FDS: VBR

The holdings of VBR, another Vanguard Index Fund, also experienced growth for Verus Financial Partners, Inc. The number of shares held increased from 294,409 to 300,977, marking a 17% increase. The value of these holdings also rose from $44,379,000 to $51,918,000.

VANGUARD BD INDEX FDS: BSV

On the other hand, Verus Financial Partners, Inc. witnessed a decrease in their holdings of BSV, the Vanguard Bond Index Funds. The number of shares held dropped from 664,736 to 605,303, representing a 10.6% decline. The value of these holdings also decreased from $51,164,000 to $45,724,000.

VANGUARD WORLD FD: MGC

Verus Financial Partners, Inc. also experienced growth in their holdings of MGC, the Vanguard World Funds. The number of shares held increased from 232,218 to 229,030, marking an 11.4% increase. The value of these holdings also rose from $33,046,000 to $36,818,000.

VANGUARD STAR FDS: VXUS

The holdings of VXUS, the Vanguard Star Funds, experienced a significant increase for Verus Financial Partners, Inc. The number of shares held skyrocketed from 325,713 to 627,379, indicating a massive 99.6% growth. The value of these holdings also rose from $18,148,000 to $36,218,000.

ISHARES TR: IXUS

However, Verus Financial Partners, Inc. saw a significant decrease in their holdings of IXUS, the iShares Trust. The number of shares held dropped from 662,418 to 512,604, marking a 20.2% decline. The value of these holdings also decreased from $41,421,000 to $33,042,000.

AMERICAN CENTY ETF TR: AVIG

Verus Financial Partners, Inc. witnessed a positive change in their holdings of AVIG, another American Century ETF Trust. The number of shares held increased from 526,934 to 781,988, indicating a 45% growth. The value of these holdings also rose from $22,224,000 to $32,218,000.

These are just a few examples of the changes seen in the holdings of Verus Financial Partners, Inc. in Q1 2023 compared to Q2 2023. It is clear that they have made strategic moves to diversify their portfolio and capitalize on market opportunities. As the financial landscape continues to evolve, it will be interesting to see how Verus Financial Partners, Inc. adapts and continues to navigate the ever-changing market trends.