Blue Edge Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Blue Edge Capital, LLC reported 137 stock positions worth $832.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.3%) and iShares S&P 500 Growth ETF (IVW, 4.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 33 and reduced 67. The biggest buy was a new position in iShares Tips Bond ETF (TIP) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001599620
- Portfolio Value
- $832.8M (Q2 2026)
- SEC Filing
- 0001599620-26-000003 ↗ filed Aug 17, 2026
Holdings Value
Holdings 137 stocks · $832.8M
| VUG Vanguard Mrngstar GR ETF-Sui | 9.10% | 879,889 | $75.8M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.26% | 315,681 | $68.8M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 4.90% | 296,902 | $40.8M | Add +0.6% |
| IEUR iShares Core MSCI Europe ETF | 4.35% | 481,757 | $36.2M | Reduce -6.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.33% | 409,912 | $36.0M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.24% | 36,103 | $27.0M | Reduce -6.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.12% | 158,930 | $26.0M | Add +0.2% |
| USIG iShares Broad Usd Investment | 2.62% | 426,139 | $21.9M | Reduce -0.0% |
| TIP iShares Tips Bond ETF | 2.58% | 196,373 | $21.5M | New |
| AAPL Apple Inc. | 2.28% | 65,501 | $19.0M | Reduce -1.7% |
| JMBS Janus Henderson Mortg Backed | 2.10% | 387,864 | $17.5M | Add +0.4% |
| IVE iShares S&P 500 Value ETF | 2.09% | 76,736 | $17.4M | Add +0.8% |
| AVEM Avantis Emerging Markets Eq | 2.07% | 178,396 | $17.2M | Add +24.4% |
| JAAA Janus Henderson Aaa Clo ETF | 2.02% | 332,555 | $16.8M | Add +88.7% |
| VPL Vanguard Ftse Pacific ETF | 1.98% | 142,212 | $16.5M | Reduce -3.3% |
| BAI Ishrs AI in and Tech Act ETF | 1.84% | 289,873 | $15.3M | Reduce -1.8% |
| CAT Caterpillar Inc. | 1.69% | 13,179 | $14.0M | Reduce -3.5% |
| ESGU iShares ESG Aware MSCI USA | 1.65% | 83,906 | $13.7M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 1.54% | 214,497 | $12.8M | Reduce -1.7% |
| IPAC iShares Core MSCI Pacific Et | 1.46% | 148,371 | $12.2M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.41% | 49,262 | $11.7M | Reduce -7.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.40% | 99,403 | $11.7M | Add +1.2% |
| IEMG iShares Core MSCI Emerging | 1.39% | 139,794 | $11.6M | Add +3.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.37% | 77,483 | $11.4M | Add +1.3% |
| QUAL iShares MSCI USA Quality Fac | 1.33% | 50,304 | $11.0M | Add +0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.32% | 161,885 | $11.0M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.20% | 28,295 | $10.0M | Add +11.5% |
| MSFT Microsoft Corp. | 1.02% | 22,682 | $8.5M | Reduce -0.6% |
| GLW Corning Inc. | 0.98% | 32,095 | $8.2M | Reduce -31.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.96% | 44,864 | $8.0M | Add +68.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.96% | 58,297 | $8.0M | Add +46.5% |
| GEV GE Vernova Inc. | 0.93% | 6,617 | $7.8M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.90% | 22,972 | $7.5M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.89% | 20,724 | $7.4M | Reduce -8.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.84% | 96,463 | $7.0M | Add +0.1% |
| V Visa Inc. Class A | 0.82% | 19,991 | $6.9M | No change |
| UNH Unitedhealth Group Inc. | 0.82% | 16,489 | $6.9M | Reduce -1.8% |
| JSI JH Securitized Income ETF | 0.82% | 132,590 | $6.8M | Add +83.6% |
| BBCA J P Morgan Exchange-Traded F | 0.72% | 60,269 | $6.0M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.68% | 10,118 | $5.7M | Reduce -2.1% |
| HD Home Depot Inc. | 0.68% | 15,949 | $5.6M | Reduce -0.4% |
| MDY SPDR S&P Midcap 400 filed as MIDCAP | 0.59% | 7,029 | $4.9M | Reduce -18.4% |
| Exxon Mobil Corp | 0.58% | 35,193 | $4.8M | New |
| C Citigroup Inc. | 0.58% | 34,376 | $4.8M | No change |
| BA The Boeing Co. | 0.55% | 21,250 | $4.6M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.54% | 44,064 | $4.5M | Reduce -4.6% |
| BLK BlackRock Finance Inc. | 0.54% | 4,709 | $4.5M | No change |
| VGK Vanguard Ftse Europe ETF | 0.52% | 48,488 | $4.3M | Reduce -22.1% |
| EMLC Vaneck Vectors ETF TR JP Morgan MKTS filed as EMLC | 0.50% | 162,650 | $4.2M | Reduce -2.1% |
| IXUS iShares Core Intl Stock ETF | 0.47% | 40,950 | $3.9M | Add +0.0% |
| MKL Markel Group Inc. | 0.47% | 1,997 | $3.9M | Add +79.3% |
| JNJ Johnson & Johnson | 0.46% | 15,069 | $3.8M | Reduce -18.7% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 21,557 | $3.2M | Add +255.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 1,038 | $3.1M | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.37% | 55,892 | $3.1M | Add +6.0% |
| POWERSHARES | 0.30% | 3,411 | $2.5M | Add +0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.29% | 23,788 | $2.4M | Add +24.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.28% | 7,778 | $2.4M | Reduce -42.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 8,340 | $2.3M | Add +0.3% |
| GE General Electric Company filed as GE Aerospace | 0.28% | 6,250 | $2.3M | Reduce -9.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.27% | 25,911 | $2.3M | Add +129.2% |
| GOVT iShares US Treasury Bond ETF | 0.27% | 99,822 | $2.3M | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.27% | 2,195 | $2.2M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 27,507 | $2.2M | Add +16.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 264,332 | $2.2M | Add +1059.5% |
| PFF iShares Preferred & Income S | 0.25% | 67,832 | $2.1M | New |
| ESML iShares ESG Aware MSCI USA S | 0.19% | 27,866 | $1.6M | Add +20.3% |
| NEU Newmarket Corp. | 0.18% | 1,938 | $1.5M | Reduce -61.5% |
| CSPF C&S Pref & Income Active ETF | 0.18% | 58,512 | $1.5M | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.18% | 16,679 | $1.5M | No change |
| MRK Merck & Co Inc | 0.18% | 11,499 | $1.5M | Reduce -39.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 2,635 | $1.3M | Add +21.1% |
| MMM 3M Co. | 0.16% | 8,000 | $1.3M | No change |
| NVDA Nvidia Corp. | 0.15% | 6,177 | $1.2M | Reduce -3.8% |
| APH Amphenol Corp. Class A | 0.15% | 7,000 | $1.2M | Reduce -6.1% |
| ALB Albemarle Corp. | 0.14% | 8,892 | $1.2M | Reduce -64.3% |
| ABBV Abbvie Inc. | 0.14% | 4,709 | $1.2M | Reduce -30.4% |
| MRVL Marvell Technology Group Ltd. | 0.14% | 3,911 | $1.2M | Reduce -8.0% |
| D Dominion Energy Inc. | 0.13% | 15,623 | $1.1M | Reduce -10.9% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 13,572 | $1.0M | Add +59.3% |
| IWV iShares Russell 3000 ETF | 0.12% | 2,344 | $999K | No change |
| IEF iShares 7-10 Year Treasury B | 0.12% | 10,144 | $959K | Reduce -97.0% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,373 | $943K | Reduce -86.1% |
| KO The Coca-Cola Co. | 0.11% | 11,528 | $937K | Reduce -9.4% |
| NSC Norfolk Southern Corp. | 0.11% | 2,819 | $887K | Reduce -5.7% |
| XBI SS SPDR S&P Biotech ETF | 0.10% | 5,377 | $851K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 8,513 | $822K | Add +25.4% |
| MCD McDonald's Corp. | 0.09% | 2,820 | $762K | Reduce -2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 7,770 | $748K | Reduce -10.6% |
| AVGO Broadcom Inc. | 0.09% | 1,895 | $716K | Reduce -1.0% |
| WMS Advanced Drainage Systems Inc. | 0.08% | 4,012 | $630K | No change |
| AGG iShares Core U.S. Aggregate | 0.07% | 6,302 | $624K | Add +17.8% |
| AMGN Amgen Inc. | 0.07% | 1,714 | $621K | Reduce -18.9% |
| PM Philip Morris International | 0.07% | 3,400 | $615K | Reduce -4.8% |
| LOW Lowe's Cos Inc. | 0.07% | 2,596 | $572K | No change |
| CVX Chevron Corp. | 0.07% | 3,423 | $567K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,491 | $551K | Reduce -90.2% |
| BRBS Blue Ridge Bankshares Inc. | 0.06% | 152,514 | $538K | No change |
| MCO Moody's Corp. | 0.06% | 1,135 | $514K | Reduce -8.9% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,221 | $486K | Reduce -17.9% |
Portfolio Sells Q1 2026 → Q2 2026
| IEF iShares 7-10 Year Treasury B | Reduce -97.0% | 0.12% | −4.25 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.04 |
| VOO Vanguard S&P 500 ETF | Reduce -86.1% | 0.11% | −0.67 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -90.2% | 0.07% | −0.58 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.49 |
| ALB Albemarle Corp. | Reduce -64.3% | 0.14% | −0.45 |
| IEUR iShares Core MSCI Europe ETF | Reduce -6.0% | 4.35% | −0.43 |
| USIG iShares Broad Usd Investment | Reduce -0.0% | 2.62% | −0.28 |
| NEU Newmarket Corp. | Reduce -61.5% | 0.18% | −0.24 |
| VGK Vanguard Ftse Europe ETF | Reduce -22.1% | 0.52% | −0.17 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -42.8% | 0.28% | −0.15 |
| JNJ Johnson & Johnson | Reduce -18.7% | 0.46% | −0.14 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -10.3% | 4.33% | −0.13 |
| COP Conocophillips | Sold out | 0.00% | −0.13 |
| MRK Merck & Co Inc | Reduce -39.1% | 0.18% | −0.12 |
| MDY SPDR S&P Midcap 400 | Reduce -18.4% | 0.59% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.02% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 3.24% | −0.10 |
| BAC Bank of America Corp. | Reduce -75.2% | 0.04% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.68% | −0.10 |
| NUE Nucor Corp. | Reduce -75.0% | 0.04% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -7.3% | 1.41% | −0.06 |
| EMLC Vaneck Vectors ETF TR JP Morgan MKTS | Reduce -2.1% | 0.50% | −0.06 |
| ABBV Abbvie Inc. | Reduce -30.4% | 0.14% | −0.05 |
| ABT Abbott Laboratories | Reduce -37.5% | 0.05% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -4.6% | 0.54% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -3.3% | 0.27% | −0.04 |
| BBCA J P Morgan Exchange-Traded F | Reduce -0.9% | 0.72% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -17.9% | 0.06% | −0.03 |
| PSX Phillips 66 | Reduce -26.6% | 0.05% | −0.03 |
| DE Deere & Co. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.7% | 1.54% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.09% | −0.03 |
| TORTOISE ENERGY INFRASTRUCT | Reduce -33.3% | 0.03% | −0.03 |
| ORCL Oracle Corp. | Reduce -25.0% | 0.05% | −0.03 |
| AMGN Amgen Inc. | Reduce -18.9% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -0.4% | 0.68% | −0.02 |
| DIS The Walt Disney Co. | Reduce -10.6% | 0.09% | −0.02 |
| KO The Coca-Cola Co. | Reduce -9.4% | 0.11% | −0.02 |
| D Dominion Energy Inc. | Reduce -10.9% | 0.13% | −0.02 |
| EPD Enterprise Products Partners | Reduce -27.7% | 0.03% | −0.02 |
| MCO Moody's Corp. | Reduce -8.9% | 0.06% | −0.01 |
| LH Laboratory CRP of Amer Hldgs | Reduce -25.0% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.2% | 0.03% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -5.7% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.05% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.1% | 0.04% | −0.00 |
| PM Philip Morris International | Reduce -4.8% | 0.07% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| TIP iShares Tips Bond ETF | New | 2.58% | +2.58 |
| JAAA Janus Henderson Aaa Clo ETF | Add +88.7% | 2.02% | +0.84 |
| Exxon Mobil Corp | New | 0.58% | +0.58 |
| AVEM Avantis Emerging Markets Eq | Add +24.4% | 2.07% | +0.53 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 4.90% | +0.47 |
| IJT iShares S&P Small-Cap 600 GR | Add +68.0% | 0.96% | +0.45 |
| IJS iShares S&P Small-Cap 600 Va | Add +46.5% | 0.96% | +0.33 |
| JSI JH Securitized Income ETF | Add +83.6% | 0.82% | +0.32 |
| IJR iShares Core S&P Small-Cap E | Add +255.6% | 0.38% | +0.28 |
| PFF iShares Preferred & Income S | New | 0.25% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +11.5% | 1.20% | +0.23 |
| MKL Markel Group Inc. | Add +79.3% | 0.47% | +0.19 |
| CSPF C&S Pref & Income Active ETF | New | 0.18% | +0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +129.2% | 0.27% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +3.3% | 1.39% | +0.14 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1.2% | 1.40% | +0.09 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.2% | 3.12% | +0.07 |
| BN Brookfield Corp. | New | 0.06% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +59.3% | 0.13% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | Add +6.0% | 0.37% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +0.1% | 1.33% | +0.04 |
| ESML iShares ESG Aware MSCI USA S | Add +20.3% | 0.19% | +0.04 |
| JMSB John Marshall Bancorp Inc. | New | 0.04% | +0.04 |
| POWERSHARES | Add +0.1% | 0.30% | +0.04 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.84% | +0.04 |
| RLGT Radiant Logistics Inc. | New | 0.03% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.3% | 1.37% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +24.0% | 0.29% | +0.03 |
| XLK SS Technology Select Sector | New | 0.03% | +0.03 |
| ALL Allstate Corp. | New | 0.02% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.1% | 0.16% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.4% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.28% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +16.0% | 0.26% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +1059.5% | 0.26% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +17.8% | 0.07% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +2.7% | 0.05% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +0.0% | 0.47% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +0.3% | 0.04% | −0.00 |
| IPAC iShares Core MSCI Pacific Et | Add +0.5% | 1.46% | −0.04 |
| IVE iShares S&P 500 Value ETF | Add +0.8% | 2.09% | −0.04 |
| JMBS Janus Henderson Mortg Backed | Add +0.4% | 2.10% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 137 | $832.8M | VUG, VTV, IVW, IEUR, MGK |
| Q1 2026 | 134 | $752.9M | VUG, VTV, IEUR, MGK, IVW |
| Q4 2025 | 125 | $747.4M | VUG, VTV, MGK, IVW, IEF |
| Q3 2025 | 122 | $703.9M | VUG, VTV, MGK, IVW, IEF |
| Q2 2025 | 115 | $672.5M | VUG, VTV, MGK, IEUR, IEF |
| Q1 2025 | 109 | $622.7M | VUG, VTV, IEF, MGK, IVW |
| Q4 2024 | 110 | $635.8M | VUG, VTV, MGK, IEF, IVW |
| Q3 2024 | 111 | $641.9M | VUG, VTV, IEF, MGK, IVW |
| Q2 2024 | 110 | $604.3M | VUG, VTV, MGK, IVW, IEUR |
| Q1 2024 | 110 | $597.9M | VUG, VTV, MGK, IVW, IEUR |