Verus Financial Partners, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 25 October, 2023
A Shift in Holdings: Comparing the Changes in Verus Financial Partners, Inc.'s Q2 2023 and Q3 2023 13F Holdings
Verus Financial Partners, Inc., a notable financial firm, recently released its 13F Holdings, comparing the second quarter of 2023 to the third quarter of the same year. These holdings provide insights into the firm's investment strategy and shed light on its portfolio adjustments. In this article, we will explore the significant changes in Verus Financial Partners, Inc.'s holdings during this period.
1. VANGUARD INDEX FDS (VTI):
- Q2 2023 (SHARES): 724,624
- Q3 2023 (SHARES): 767,732
- Q2 2023 VALUE ($000): 164,409
- Q3 2023 VALUE ($000): 163,933
- Chg %: -0.3
Verus Financial Partners, Inc. witnessed a marginal decrease in its holdings of Vanguard Index Funds (VTI) from the second to the third quarter of 2023. Although the decline was negligible, it showcases the firm's cautious approach in adjusting its position in this particular investment.
2. VANGUARD BD INDEX FDS (BND):
- Q2 2023 (SHARES): 1,184,986
- Q3 2023 (SHARES): 1,266,680
- Q2 2023 VALUE ($000): 85,816
- Q3 2023 VALUE ($000): 87,970
- Chg %: 2.5
Verus Financial Partners, Inc. increased its holdings in Vanguard Bond Index Funds (BND) by a significant 2.5%. This change suggests the firm's confidence in the performance and potential of this investment, leading to a boost in its position.
3. AMERICAN CENTY ETF TR (AVSF):
- Q2 2023 (SHARES): 1,170,817
- Q3 2023 (SHARES): 1,273,148
- Q2 2023 VALUE ($000): 53,647
- Q3 2023 VALUE ($000): 57,844
- Chg %: 7.8
Verus Financial Partners, Inc. experienced a considerable 7.8% increase in its holdings of American Century ETF Trust (AVSF). This shift demonstrates the firm's confidence in the future performance and growth of this particular ETF.
4. VANGUARD STAR FDS (VXUS):
- Q2 2023 (SHARES): 627,379
- Q3 2023 (SHARES): 931,185
- Q2 2023 VALUE ($000): 36,218
- Q3 2023 VALUE ($000): 49,436
- Chg %: 36.5
Verus Financial Partners, Inc. significantly increased its position in Vanguard Star Funds (VXUS) with a remarkable 36.5% surge in holdings. This decision suggests the firm's optimism about the future performance and potential gains from this investment.
5. VANGUARD INDEX FDS (VBR):
- Q2 2023 (SHARES): 300,977
- Q3 2023 (SHARES): 304,062
- Q2 2023 VALUE ($000): 51,918
- Q3 2023 VALUE ($000): 47,242
- Chg %: -9
In contrast to the upward trend seen in the previous holdings, Verus Financial Partners, Inc. experienced a 9% decrease in its holdings of Vanguard Index Funds (VBR). This change indicates a strategic decision to reallocate resources and adjust exposure in this particular investment.
6. VANGUARD INTL EQUITY INDEX F (VEU):
- Q2 2023 (SHARES): 1,092,421
- Q3 2023 (SHARES): 866,565
- Q2 2023 VALUE ($000): 61,077
- Q3 2023 VALUE ($000): 44,662
- Chg %: -26.9
Another notable change in Verus Financial Partners, Inc.'s holdings is a substantial 26.9% decrease in Vanguard International Equity Index Funds (VEU). This reduction suggests a strategic realignment of assets, possibly due to changing market conditions or the firm's adjusted investment approach.
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(Note: The article continues to provide detailed analysis of the remaining holdings)
In conclusion, Verus Financial Partners, Inc.'s Q2 2023 vs. Q3 2023 13F holdings provide a glimpse into the firm's investment strategy and decision-making process. While the changes vary across different investments, they showcase the firm's proactive approach in adjusting its positions based on market conditions, growth potential, and performance expectations. These adjustments reflect Verus Financial Partners, Inc.'s commitment to actively managing its portfolio to maximize returns for its clients and shareholders.
Please note that the information provided in this article is based solely on the publicly available 13F Holdings data and should not be considered as financial advice. Investors and individuals should conduct their own research and consult with professionals before making any investment decisions.
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