Blue Edge Capital, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Blue Edge Capital, LLC reported 110 stock positions worth $597.9 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.4% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.3%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.9%). Compared with Q4 2023, it opened 10 new positions, sold out of 2, added to 54 and reduced 20. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Apple (AAPL, shares −9%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$597.9M (Q1 2024)
SEC Filing
0001599620-24-000002 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $597.9M $597.9M Q1 2024 Q2 2024: $604.3M Q2 2024 Q3 2024: $641.9M Q3 2024 Q4 2024: $635.8M Q4 2024 Q1 2025: $622.7M Q1 2025 Q2 2025: $672.5M Q2 2025 Q3 2025: $703.9M Q3 2025 Q4 2025: $747.4M Q4 2025 Q1 2026: $752.9M Q1 2026 Q2 2026: $832.8M Q2 2026

Holdings 110 stocks · $597.9M
VUG Vanguard Mrngstar GR ETF-Sui 9.38% 162,946 $56.1M Add +1.4%
VTV Vanguard Mrngstr Val ETF-Aui 8.33% 305,801 $49.8M Add +2.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.86% 101,308 $29.0M Add +0.8%
IVW iShares S&P 500 Growth ETF 3.87% 274,013 $23.1M Add +7.1%
IEUR iShares Core MSCI Europe ETF 3.74% 386,113 $22.3M Add +1.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.22% 36,927 $19.3M Add +12.3%
VCSH Vanguard S/T Corp. Bond ETF 3.04% 235,310 $18.2M Add +2.8%
IEF iShares 7-10 Year Treasury B 2.80% 176,623 $16.7M Add +2.4%
IJK iShares S&P Mid-Cap 400 Grow 2.46% 161,545 $14.7M Add +3.9%
IJJ iShares S&P Mid-Cap 400 Valu 2.22% 112,629 $13.3M Add +4.1%
IEI iShares 3-7 Year Treasury Bo 2.14% 110,314 $12.8M Add +3.7%
VPL Vanguard Ftse Pacific ETF 2.01% 158,260 $12.0M Reduce -2.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 1.96% 98,198 $11.7M Add +1.9%
ESGU iShares ESG Aware MSCI USA 1.93% 100,232 $11.5M Add +14.1%
VWO Vanguard Ftse Emerging Marke 1.72% 245,992 $10.3M Reduce -1.6%
AAPL Apple Inc. 1.68% 58,758 $10.1M Reduce -8.9%
MSFT Microsoft Corp. 1.64% 23,392 $9.8M Add +2.5%
QUAL iShares MSCI USA Quality Fac 1.59% 58,005 $9.5M Reduce -0.6%
VGK Vanguard Ftse Europe ETF 1.56% 138,570 $9.3M Reduce -2.3%
AMZN Amazon.com Inc. 1.48% 49,174 $8.8M Reduce -0.1%
JMBS Janus Henderson Mortg Backed 1.40% 185,579 $8.4M Add +2.4%
UNH Unitedhealth Group Inc. 1.38% 16,662 $8.2M New
IPAC iShares Core MSCI Pacific Et 1.27% 119,903 $7.6M Add +6.6%
IVE iShares S&P 500 Value ETF 1.19% 38,042 $7.1M Add +9.5%
IEMG iShares Core MSCI Emerging 1.16% 134,333 $6.9M Reduce -0.4%
GOOGL Alphabet Inc. Class A 1.12% 44,386 $6.7M Add +1.8%
HD Home Depot Inc. 1.05% 16,414 $6.3M Add +2.7%
QQQM Invesco Nasdaq 100 ETF 1.01% 33,077 $6.0M Add +1.4%
BBCA J P Morgan Exchange-Traded F 0.99% 88,683 $5.9M Reduce -2.3%
VIG Vanguard Dividend Apprec ETF 0.97% 31,793 $5.8M Reduce -1.3%
MAR Marriott International Class A 0.96% 22,820 $5.8M No change
V Visa Inc. Class A 0.89% 19,037 $5.3M Reduce -0.0%
IJS iShares S&P Small-Cap 600 Va 0.86% 49,831 $5.1M Add +0.3%
META Meta Platforms Inc. Class A 0.84% 10,362 $5.0M Add +90.2%
GLOBAL X MLP ETF 0.83% 102,804 $5.0M Reduce -0.5%
XOM Exxon Mobil Corp. 0.81% 41,427 $4.8M Add +5.3%
CAT Caterpillar Inc. 0.80% 13,019 $4.8M Add +0.1%
JPM JPMorgan Chase & Co. 0.79% 23,737 $4.8M Add +1.6%
EFIV SS SPDR S&P 500 ESG ETF 0.77% 91,343 $4.6M Add +18.6%
AMD Advanced Micro Devices 0.76% 25,343 $4.5M Add +0.7%
VOO Vanguard S&P 500 ETF 0.74% 9,310 $4.4M Add +2.0%
JAAA Janus Henderson Aaa Clo ETF 0.73% 86,100 $4.4M Add +2.2%
GOOG Alphabet Inc. Class C 0.70% 27,337 $4.2M No change
ANGL Vaneck Fallen Angel High YLD 0.69% 142,510 $4.1M Add +1.3%
BLK BlackRock Finance Inc. 0.68% 4,875 $4.1M Add +0.1%
PFFD Global X US Preferred ETF 0.65% 193,034 $3.9M Add +0.7%
ESGD iShares Trust iShares ESG Aw 0.65% 48,288 $3.9M Add +11.6%
NEU Newmarket Corp. 0.64% 6,024 $3.8M No change
USHY iShares Broad Usd High Yield 0.63% 102,748 $3.8M Add +1.4%
MA Mastercard Inc. Class A 0.59% 7,343 $3.5M No change
ALB Albemarle Corp. 0.59% 26,743 $3.5M Reduce -0.2%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.59% 6,329 $3.5M Add +113.2%
VTI VG Morningstar TS MKT ETF-US 0.54% 12,479 $3.2M Add +0.1%
TGT Target Corp. 0.54% 18,211 $3.2M Add +0.9%
IJT iShares S&P Small-Cap 600 GR 0.52% 23,802 $3.1M Reduce -0.3%
LEMB iShares JP Morgan Em Local C 0.51% 84,221 $3.0M Reduce -0.6%
IXUS iShares Core Intl Stock ETF 0.44% 38,405 $2.6M No change
JNJ Johnson & Johnson 0.43% 16,348 $2.6M Reduce -39.9%
ESML iShares ESG Aware MSCI USA S 0.43% 64,179 $2.6M Add +18.3%
POWERSHARES 0.43% 5,769 $2.6M Reduce -41.5%
MRK Merck & Co Inc 0.39% 17,847 $2.4M No change
WCC Wesco International Inc. 0.38% 13,302 $2.3M New
USRT iShares Core US REIT ETF 0.36% 40,527 $2.2M Reduce -10.4%
MCO Moody's Corp. 0.31% 4,686 $1.8M New
VSS Vanguard Ftse All Wo X-US SC 0.27% 13,951 $1.6M Reduce -2.1%
DGRW Wisdomtree U.S. Quality Divi 0.27% 21,000 $1.6M Add +5.5%
ESGE iShares Inc. iShares ESG Awar 0.23% 43,530 $1.4M Add +17.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 36,000 $1.4M Reduce -0.2%
GE General Electric Company 0.21% 7,231 $1.3M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 10,184 $1.2M Add +62.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 6,269 $1.2M No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.19% 17,894 $1.1M Add +11.8%
VT Vanguard Tot World STK ETF 0.19% 10,267 $1.1M Add +6.5%
NUE Nucor Corp. 0.19% 5,600 $1.1M No change
ABBV Abbvie Inc. 0.16% 5,224 $951K No change
TFLO iShares Treasury Floating Ra 0.14% 17,076 $866K Add +0.8%
KO The Coca-Cola Co. 0.14% 13,939 $853K No change
MMM 3M Co. 0.14% 8,000 $849K No change
COP Conocophillips 0.14% 6,601 $840K No change
BRK.B Berkshire Hathaway Inc. Class B 0.14% 1,948 $819K Reduce -0.3%
IWV iShares Russell 3000 ETF 0.13% 2,657 $797K No change
MCD McDonald's Corp. 0.13% 2,820 $795K No change
D Dominion Energy Inc. 0.13% 15,709 $773K Add +0.1%
WMS Advanced Drainage Systems Inc. 0.12% 4,012 $691K New
ORCL Oracle Corp. 0.11% 5,155 $645K Add +0.4%
ABT Abbott Laboratories 0.10% 5,213 $593K No change
PSX Phillips 66 0.10% 3,495 $568K Add +0.6%
XBI SS SPDR S&P Biotech ETF 0.09% 5,377 $510K New
MKL Markel Group Inc. 0.08% 333 $507K No change
AMGN Amgen Inc. 0.08% 1,733 $493K No change
MLM Martin Marietta Materials 0.08% 783 $481K New
PG The Procter & Gamble Co. 0.08% 2,944 $478K No change
VRIG Invesco Variable Rate Invest 0.08% 18,826 $472K Add +0.5%
USFR Wisdomtree TR 0.08% 9,299 $468K Add +0.5%
NOTVQ Inotiv Inc. 0.08% 42,000 $459K New
MIDE Xtrac S&P MC 400 Sc&scrn ETF 0.08% 15,116 $454K Add +18.1%
SBUX Starbucks Corp. 0.07% 4,734 $433K No change
CVX Chevron Corp. 0.07% 2,700 $426K No change
NSC Norfolk Southern Corp. 0.07% 1,665 $424K No change
SUSB iShares ESG Aware 1-5 Year U 0.07% 16,030 $392K Add +11.7%
HSY The Hershey Co. 0.07% 2,000 $389K No change
TDG Transdigm Group Inc. 0.06% 298 $365K New
BBJP JPMorgan Betabuilders Japan 0.06% 6,053 $354K Add +28.9%
BOND PIMCO Active Bond Exchange-T 0.06% 3,831 $352K Add +7.1%
ACWI iShares MSCI Acwi ETF 0.05% 2,956 $326K Add +0.1%
PM Philip Morris International 0.04% 2,766 $253K No change
FDS Factset Research Systems Inc. 0.04% 500 $227K No change
MSCI MSCI Inc. 0.04% 400 $224K No change
GEHC GE Healthcare Technology 0.04% 2,409 $219K New
LOW Lowe's Cos Inc. 0.03% 800 $204K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -8.9% 1.68% −0.66
JNJ Johnson & Johnson Reduce -39.9% 0.43% −0.37
POWERSHARES Reduce -41.5% 0.43% −0.33
VWO Vanguard Ftse Emerging Marke Reduce -1.6% 1.72% −0.22
VPL Vanguard Ftse Pacific ETF Reduce -2.1% 2.01% −0.18
VGK Vanguard Ftse Europe ETF Reduce -2.3% 1.56% −0.16
ALB Albemarle Corp. Reduce -0.2% 0.59% −0.14
IEMG iShares Core MSCI Emerging Reduce -0.4% 1.16% −0.13
BBCA J P Morgan Exchange-Traded F Reduce -2.3% 0.99% −0.11
USRT iShares Core US REIT ETF Reduce -10.4% 0.36% −0.10
LEMB iShares JP Morgan Em Local C Reduce -0.6% 0.51% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -1.3% 0.97% −0.06
V Visa Inc. Class A Reduce -0.0% 0.89% −0.05
IJT iShares S&P Small-Cap 600 GR Reduce -0.3% 0.52% −0.04
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.04
VSS Vanguard Ftse All Wo X-US SC Reduce -2.1% 0.27% −0.04
GLOBAL X MLP ETF Reduce -0.5% 0.83% −0.03
QUAL iShares MSCI USA Quality Fac Reduce -0.6% 1.59% −0.02
ACWX iShares MSCI Acwi Ex US ETF Sold out 0.00% −0.02
BAC Bank of America Corp. Reduce -0.2% 0.23% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 0.14% +0.01
AMZN Amazon.com Inc. Reduce -0.1% 1.48% +0.07

Portfolio Buys Q4 2023 → Q1 2024
UNH Unitedhealth Group Inc. New 1.38% +1.38
META Meta Platforms Inc. Class A Add +90.2% 0.84% +0.48
WCC Wesco International Inc. New 0.38% +0.38
MCO Moody's Corp. New 0.31% +0.31
MDY SPDR S&P Midcap 400 Add +113.2% 0.59% +0.30
SPY SS SPDR S&P 500 ETF Trust-US Add +12.3% 3.22% +0.28
IVW iShares S&P 500 Growth ETF Add +7.1% 3.87% +0.25
ESGU iShares ESG Aware MSCI USA Add +14.1% 1.93% +0.19
IJK iShares S&P Mid-Cap 400 Grow Add +3.9% 2.46% +0.14
WMS Advanced Drainage Systems Inc. New 0.12% +0.12
EFIV SS SPDR S&P 500 ESG ETF Add +18.6% 0.77% +0.10
DIS The Walt Disney Co. Add +62.1% 0.21% +0.10
XBI SS SPDR S&P Biotech ETF New 0.09% +0.09
MLM Martin Marietta Materials New 0.08% +0.08
NOTVQ Inotiv Inc. New 0.08% +0.08
CAT Caterpillar Inc. Add +0.1% 0.80% +0.07
XOM Exxon Mobil Corp. Add +5.3% 0.81% +0.06
TDG Transdigm Group Inc. New 0.06% +0.06
AMD Advanced Micro Devices Add +0.7% 0.76% +0.06
TGT Target Corp. Add +0.9% 0.54% +0.06
IVE iShares S&P 500 Value ETF Add +9.5% 1.19% +0.05
JPM JPMorgan Chase & Co. Add +1.6% 0.79% +0.05
ESML iShares ESG Aware MSCI USA S Add +18.3% 0.43% +0.04
GEHC GE Healthcare Technology New 0.04% +0.04
LOW Lowe's Cos Inc. New 0.03% +0.03
ESGD iShares Trust iShares ESG Aw Add +11.6% 0.65% +0.03
MSFT Microsoft Corp. Add +2.5% 1.64% +0.03
SPTM SS SPDR P S&P 1500 Comp ETF Add +11.8% 0.19% +0.02
BBJP JPMorgan Betabuilders Japan Add +28.9% 0.06% +0.01
ESGE iShares Inc. iShares ESG Awar Add +17.4% 0.23% +0.01
HD Home Depot Inc. Add +2.7% 1.05% +0.01
MIDE Xtrac S&P MC 400 Sc&scrn ETF Add +18.1% 0.08% +0.01
IPAC iShares Core MSCI Pacific Et Add +6.6% 1.27% +0.01
PSX Phillips 66 Add +0.6% 0.10% +0.01
ORCL Oracle Corp. Add +0.4% 0.11% +0.01
DGRW Wisdomtree U.S. Quality Divi Add +5.5% 0.27% +0.00
VT Vanguard Tot World STK ETF Add +6.5% 0.19% +0.00
SUSB iShares ESG Aware 1-5 Year U Add +11.7% 0.07% −0.00
ACWI iShares MSCI Acwi ETF Add +0.1% 0.05% −0.00
BOND PIMCO Active Bond Exchange-T Add +7.1% 0.06% −0.00
VRIG Invesco Variable Rate Invest Add +0.5% 0.08% −0.01
USFR Wisdomtree TR Add +0.5% 0.08% −0.01
D Dominion Energy Inc. Add +0.1% 0.13% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.54% −0.02
VOO Vanguard S&P 500 ETF Add +2.0% 0.74% −0.02
TFLO iShares Treasury Floating Ra Add +0.8% 0.14% −0.02
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +1.9% 1.96% −0.02
QQQM Invesco Nasdaq 100 ETF Add +1.4% 1.01% −0.03
GOOGL Alphabet Inc. Class A Add +1.8% 1.12% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +1.4% 9.38% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 137$832.8MVUG, VTV, IVW, IEUR, MGK
Q1 2026 134$752.9MVUG, VTV, IEUR, MGK, IVW
Q4 2025 125$747.4MVUG, VTV, MGK, IVW, IEF
Q3 2025 122$703.9MVUG, VTV, MGK, IVW, IEF
Q2 2025 115$672.5MVUG, VTV, MGK, IEUR, IEF
Q1 2025 109$622.7MVUG, VTV, IEF, MGK, IVW
Q4 2024 110$635.8MVUG, VTV, MGK, IEF, IVW
Q3 2024 111$641.9MVUG, VTV, IEF, MGK, IVW
Q2 2024 110$604.3MVUG, VTV, MGK, IVW, IEUR
Q1 2024 110$597.9MVUG, VTV, MGK, IVW, IEUR