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Disclosery

Verus Financial Partners, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verus Financial Partners, Inc. on VTI, newest first. How the timeline and the estimate are built.

Verus Financial Partners, Inc. held 784,245 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 784,245 shares
    Change vs previous 13F +10,381 shares

    24.83% of the 13F portfolio, value $290,202,076.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 773,864 shares
    Change vs previous 13F +10,035 shares

    24.02% of the 13F portfolio, value $267,780,264.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 763,829 shares
    Change vs previous 13F -228 shares

    24.04% of the 13F portfolio, value $261,252,373.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 764,057 shares
    Change vs previous 13F +3,200 shares

    24.12% of the 13F portfolio, value $250,740,665.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 760,857 shares
    Change vs previous 13F +14,741 shares

    23.84% of the 13F portfolio, value $233,963,446.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 746,116 shares
    Change vs previous 13F +8,211 shares

    22.44% of the 13F portfolio, value $196,743,392.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 737,905 shares
    Change vs previous 13F -6,433 shares

    23.8% of the 13F portfolio, value $212,000,022.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 744,338 shares
    Change vs previous 13F not available

    22.88% of the 13F portfolio, value $208,846,301.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).