0001481714-21-000001.txt : 20210210 0001481714-21-000001.hdr.sgml : 20210210 20210209213717 ACCESSION NUMBER: 0001481714-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210210 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Verus Financial Partners, Inc. CENTRAL INDEX KEY: 0001481714 IRS NUMBER: 541631632 STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13642 FILM NUMBER: 21608922 BUSINESS ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 BUSINESS PHONE: 804-592-3465 MAIL ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 FORMER COMPANY: FORMER CONFORMED NAME: Kuehl Shepherd Kozlowski & Associates,Inc. DATE OF NAME CHANGE: 20100121 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001481714 XXXXXXXX 12-31-2020 12-31-2020 Verus Financial Partners, Inc.

9030 STONY POINT PARKWAY SUITE 160 RICHMOND VA 23235

13F HOLDINGS REPORT 028-13642 N Julie Waitman 804-648-5008 Julie Waitman Richmond VA 02-09-2021 0 81 583730 false INFORMATION TABLE 2 Verus4q20.xml 3M CO COM 88579Y101 217 1244 SH SOLE 1244 0 0 ABBVIE INC COM 00287Y109 438 4090 SH SOLE 4090 0 0 ALTRIA GROUP INC COM 02209S103 2553 62262 SH SOLE 60186 0 2076 AMERICAN ELEC PWR CO INC COM 025537101 351 4210 SH SOLE 4210 0 0 ANTHEM INC COM 036752103 744 2318 SH SOLE 2318 0 0 APPLE INC COM 037833100 3428 25832 SH SOLE 25832 0 0 AT&T INC COM 00206R102 350 12162 SH SOLE 12162 0 0 BALL CORP COM 058498106 556 5971 SH SOLE 5971 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 540 2329 SH SOLE 2329 0 0 BK OF AMERICA CORP COM 060505104 282 9295 SH SOLE 9295 0 0 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 917 77005 SH SOLE 77005 0 0 CAPITAL ONE FINL CORP COM 14040H105 271 2745 SH SOLE 2402 0 343 CARMAX INC COM 143130102 3901 41295 SH SOLE 41295 0 0 COCA COLA CO COM 191216100 415 7568 SH SOLE 7568 0 0 COMCAST CORP NEW CL A 20030N101 325 6201 SH SOLE 6201 0 0 COSTCO WHSL CORP NEW COM 22160K105 240 637 SH SOLE 637 0 0 CSX CORP COM 126408103 1097 12085 SH SOLE 12085 0 0 DISNEY WALT CO COM 254687106 216 1194 SH SOLE 1194 0 0 DOMINION ENERGY INC COM 25746U109 1751 23279 SH SOLE 23279 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 301 3288 SH SOLE 3288 0 0 EXXON MOBIL CORP COM 30231G102 362 8790 SH SOLE 8790 0 0 GENERAL ELECTRIC CO COM 369604103 170 15780 SH SOLE 14566 0 1214 GRAINGER W W INC COM 384802104 239 585 SH SOLE 585 0 0 HCA HEALTHCARE INC COM 40412C101 1357 8253 SH SOLE 8253 0 0 HOME DEPOT INC COM 437076102 1087 4092 SH SOLE 4092 0 0 HONEYWELL INTL INC COM 438516106 353 1658 SH SOLE 1658 0 0 INTEL CORP COM 458140100 264 5304 SH SOLE 5304 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 305 2426 SH SOLE 2426 0 0 ISHARES TR SELECT DIVID ETF 464287168 20686 215077 SH SOLE 213188 0 1889 ISHARES TR RUS 2000 VAL ETF 464287630 606 4603 SH SOLE 4603 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 52164 776367 SH SOLE 766759 0 9608 ISHARES TR GRWT ALLOCAT ETF 464289867 1736 33265 SH SOLE 33265 0 0 ISHARES TR CONSER ALLOC ETF 464289883 404 10421 SH SOLE 9987 0 434 ISHARES TR RUS 1000 VAL ETF 464287598 1533 11214 SH SOLE 11214 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 1335 20804 SH SOLE 20804 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1294 5366 SH SOLE 5366 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5061 22020 SH SOLE 21353 0 667 ISHARES TR MODERT ALLOC ETF 464289875 1195 27670 SH SOLE 27269 0 401 ISHARES TR CORE S&P500 ETF 464287200 27476 73193 SH SOLE 70931 0 2262 ISHARES TR SHORT TREAS BD 464288679 210 1898 SH SOLE 1898 0 0 JOHNSON & JOHNSON COM 478160104 775 4922 SH SOLE 4922 0 0 JPMORGAN CHASE & CO COM 46625H100 349 2743 SH SOLE 2743 0 0 LAKELAND BANCORP INC COM 511637100 136 10683 SH SOLE 10683 0 0 LOWES COS INC COM 548661107 1171 7298 SH SOLE 7298 0 0 MAXIMUS INC COM 577933104 527 7198 SH SOLE 7198 0 0 MCDONALDS CORP COM 580135101 467 2175 SH SOLE 2175 0 0 MERCK & CO. INC COM 58933Y105 399 4883 SH SOLE 4883 0 0 MICROSOFT CORP COM 594918104 2259 10157 SH SOLE 10157 0 0 MONDELEZ INTL INC CL A 609207105 535 9148 SH SOLE 9148 0 0 NASDAQ INC COM 631103108 410 3088 SH SOLE 3088 0 0 NIKE INC CL B 654106103 294 2079 SH SOLE 2079 0 0 NORFOLK SOUTHN CORP COM 655844108 871 3667 SH SOLE 3667 0 0 PEPSICO INC COM 713448108 438 2956 SH SOLE 2956 0 0 PFIZER INC COM 717081103 573 15560 SH SOLE 15560 0 0 PHILIP MORRIS INTL INC COM 718172109 2817 34030 SH SOLE 34030 0 0 POLARIS INC COM 731068102 369 3875 SH SOLE 3875 0 0 PROCTER AND GAMBLE CO COM 742718109 442 3179 SH SOLE 3179 0 0 SOUTHERN CO COM 842587107 359 5850 SH SOLE 5850 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 819 2190 SH SOLE 2190 0 0 TJX COS INC NEW COM 872540109 233 3415 SH SOLE 3415 0 0 TRUIST FINL CORP COM 89832Q109 399 8322 SH SOLE 8322 0 0 UNION PAC CORP COM 907818108 238 1145 SH SOLE 1145 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 78944 952276 SH SOLE 945042 0 7234 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5038 57124 SH SOLE 56907 0 217 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4387 74923 SH SOLE 71355 0 3568 VANGUARD INDEX FDS LARGE CAP ETF 922908637 36046 205109 SH SOLE 203937 0 1172 VANGUARD INDEX FDS GROWTH ETF 922908736 340 1343 SH SOLE 1343 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8735 42243 SH SOLE 42029 0 214 VANGUARD INDEX FDS SML CP GRW ETF 922908595 450 1682 SH SOLE 1682 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 584 6876 SH SOLE 6876 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1443 7412 SH SOLE 7412 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 119452 613708 SH SOLE 609253 0 4455 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1532 4458 SH SOLE 4458 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 41997 295316 SH SOLE 292400 0 2916 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 259 4765 SH SOLE 4765 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 94334 1616423 SH SOLE 1605688 0 10735 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 482 3417 SH SOLE 3417 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 291 4830 SH SOLE 4830 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 36985 277148 SH SOLE 275761 0 1387 VERIZON COMMUNICATIONS INC COM 92343V104 470 8000 SH SOLE 8000 0 0 WALMART INC COM 931142103 351 2436 SH SOLE 2436 0 0