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Julie Waitman

@Verus Financial Partners, Inc.

Latest period2024 - Q4ReportedManaged Assets$890.791MTotal holdings97
Assets growth rate-2.42%Assets growth rate (2-Q avg)1.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Verus Financial Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Verus Financial Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 890.791M in assets, with a quarterly growth rate of -2.42% and a 2-quarter average growth rate of 1.86%. The portfolio is managed by Julie Waitman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Index Fds
Recent Activity
Decreased -0.86%
23.8%
$212M
737,905 shares@ $287.3 avg price
BND
Vanguard Bd Index Fds
Recent Activity
Increased 2.25%
12.14%
$108.071M
1.517M shares@ $71.24 avg price
AVSF
American Centy Etf Tr
Recent Activity
Increased 2.79%
7.38%
$65.727M
1.429M shares@ $45.99 avg price
VXUS
Vanguard Star Fds
Recent Activity
Increased 2.1%
7.26%
$64.623M
1.11M shares@ $58.24 avg price
VBR
Vanguard Index Fds
Recent Activity
Decreased -0.28%
6.4%
$56.967M
291,822 shares@ $195.22 avg price
AVIG
American Centy Etf Tr
Recent Activity
Increased 1.91%
5.75%
$51.186M
1.275M shares@ $40.17 avg price
MGC
Vanguard World Fd
Recent Activity
Decreased -3.4%
5.11%
$45.464M
215,745 shares@ $210.73 avg price
BIV
Vanguard Bd Index Fds
Recent Activity
Increased 1.1%
4.41%
$39.243M
530,891 shares@ $73.93 avg price
VEU
Vanguard Intl Equity Index F
Recent Activity
Decreased -2.15%
4.31%
$38.347M
676,428 shares@ $56.69 avg price
DFIV
Dimensional Etf Trust
Recent Activity
Increased 1.31%
3.22%
$28.663M
811,296 shares@ $35.34 avg price

1-10 of 97