Verus Financial Partners, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1481714 RICHMOND, VA

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$841,810

-$9,682 QoQ

Shares Held

3,214

-2.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$841,810	3,214	-2.6%	Shares	Sole	2026-04-21
2025-12-31	$851,492	3,301	-17.0%	Shares	Sole	2026-02-02
2025-09-30	$1,010,763	3,975	-3.0%	Shares	Sole	2025-10-30
2025-06-30	$971,144	4,098	-1.4%	Shares	Sole	2025-07-21
2025-03-31	$921,371	4,155	-3.2%	Shares	Sole	2025-05-05
2024-12-31	$1,031,522	4,293	-3.5%	Shares	Sole	2025-01-24
2024-09-30	$1,055,110	4,448	-6.5%	Shares	Sole	2024-11-01
2024-06-30	$1,037,652	4,759	-3.7%	Shares	Sole	2024-08-05
2024-03-31	$1,129,463	4,941	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$1,051,076	4,927	-6.9%	Shares	Sole	2024-02-07
2023-09-30	$1,000,558	5,292	-4.9%	Shares	Sole	2023-10-24
2023-06-30	$1,106,425	5,563	-8.2%	Shares	Sole	2023-07-27
2023-03-31	$1,148,733	6,060	-7.1%	Shares	Sole	2023-05-08
2022-12-31	$1,196,680	6,520	-3.6%	Shares	Sole	2023-05-08
2022-09-30	$1,155,693	6,762	+2.8%	Shares	Sole	2022-10-31
2022-06-30	$1,158,979	6,581	-0.5%	Shares	Sole	2022-08-03
2022-03-31	$1,405,182	6,612	+0.9%	Shares	Sole	2022-04-15
2021-12-31	$1,481,043	6,553	-2.5%	Shares	Sole	2022-01-19
2021-09-30	$1,469,025	6,718	-1.4%	Shares	Sole	2021-10-29
2021-06-30	$1,534,832	6,813	-1.9%	Shares	Sole	2021-07-23
2021-03-31	$1,486,785	6,945	-6.3%	Shares	Sole	2021-04-27
2020-12-31	$1,442,968	7,412	-84.1%	Shares	Sole	2021-02-10
2020-09-30	$7,173,232	46,640	+633.3%	Shares	Sole	2020-11-03
2020-06-30	$926,779	6,360	+7.5%	Shares	Sole	2020-07-31
2020-03-31	$683,173	5,918	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.