Blue Edge Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Blue Edge Capital, LLC reported 110 stock positions worth $635.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 10.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.2%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 5.0%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 36 and reduced 41. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +65%) and the biggest sale iShares Core MSCI Europe ETF (IEUR, shares −6%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$635.8M (Q4 2024)
SEC Filing
0001599620-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $597.9M Q1 2024 Q2 2024: $604.3M Q2 2024 Q3 2024: $641.9M Q3 2024 Q4 2024: $635.8M $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 · $635.8M
VUG Vanguard Mrngstar GR ETF-Sui 10.00% 154,938 $63.6M Reduce -1.4%
VTV Vanguard Mrngstr Val ETF-Aui 8.16% 306,526 $51.9M Reduce -0.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 5.04% 93,266 $32.0M Reduce -3.7%
IEF iShares 7-10 Year Treasury B 4.83% 332,352 $30.7M Reduce -1.9%
IVW iShares S&P 500 Growth ETF 3.99% 249,960 $25.4M Reduce -10.5%
SPY SS SPDR S&P 500 ETF Trust-US 3.35% 36,317 $21.3M Reduce -0.2%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.34% 170,233 $21.3M Add +14.0%
IEUR iShares Core MSCI Europe ETF 3.04% 358,428 $19.3M Reduce -5.5%
USIG iShares Broad Usd Investment 2.87% 362,808 $18.2M Reduce -1.9%
IJJ iShares S&P Mid-Cap 400 Valu 2.51% 127,616 $15.9M Add +13.9%
AAPL Apple Inc. 2.37% 60,115 $15.1M Add +2.9%
IJK iShares S&P Mid-Cap 400 Grow 2.32% 162,112 $14.7M Add +1.0%
ESGU iShares ESG Aware MSCI USA 2.02% 99,604 $12.8M Add +1.5%
IVE iShares S&P 500 Value ETF 1.89% 62,914 $12.0M Add +65.3%
AMZN Amazon.com Inc. 1.71% 49,680 $10.9M Add +1.4%
VPL Vanguard Ftse Pacific ETF 1.70% 152,137 $10.8M Reduce -3.1%
QUAL iShares MSCI USA Quality Fac 1.58% 56,553 $10.1M Add +3.0%
MSFT Microsoft Corp. 1.55% 23,397 $9.9M Reduce -0.2%
VWO Vanguard Ftse Emerging Marke 1.54% 222,391 $9.8M Reduce -9.0%
UNH Unitedhealth Group Inc. 1.32% 16,601 $8.4M Reduce -0.3%
JAAA Janus Henderson Aaa Clo ETF 1.32% 165,204 $8.4M Reduce -2.3%
JMBS Janus Henderson Mortg Backed 1.30% 186,980 $8.3M Reduce -1.8%
GOOGL Alphabet Inc. Class A 1.30% 43,494 $8.2M Add +0.6%
IPAC iShares Core MSCI Pacific Et 1.12% 116,405 $7.1M Add +2.3%
VGK Vanguard Ftse Europe ETF 1.11% 111,427 $7.1M Reduce -19.0%
IEMG iShares Core MSCI Emerging 1.06% 129,616 $6.8M Reduce -4.8%
IJS iShares S&P Small-Cap 600 Va 1.02% 59,481 $6.5M Add +20.0%
HD Home Depot Inc. 0.99% 16,107 $6.3M Reduce -0.3%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.98% 10,969 $6.2M Reduce -1.1%
BBCA J P Morgan Exchange-Traded F 0.97% 87,059 $6.1M Reduce -1.6%
V Visa Inc. Class A 0.96% 19,238 $6.1M Add +1.6%
META Meta Platforms Inc. Class A 0.95% 10,332 $6.0M Add +0.3%
MAR Marriott International Class A 0.94% 21,481 $6.0M Reduce -5.5%
JPM JPMorgan Chase & Co. 0.90% 23,766 $5.7M Reduce -1.6%
EFIV SS SPDR S&P 500 ESG ETF 0.89% 100,540 $5.7M Add +5.3%
GOOG Alphabet Inc. Class C 0.81% 27,162 $5.2M Reduce -1.6%
CAT Caterpillar Inc. 0.79% 13,881 $5.0M Add +2.8%
QQQM Invesco Nasdaq 100 ETF 0.78% 23,694 $5.0M Reduce -26.2%
VOO Vanguard S&P 500 ETF 0.78% 9,245 $5.0M Add +0.6%
BLK BlackRock Finance Inc. 0.78% 4,825 $4.9M Reduce -0.4%
GLOBAL X MLP ETF 0.77% 98,937 $4.9M Reduce -3.3%
XOM Exxon Mobil Corp. 0.71% 41,926 $4.5M Add +1.2%
VIG Vanguard Dividend Apprec ETF 0.68% 22,060 $4.3M Reduce -2.8%
VTI VG Morningstar TS MKT ETF-US 0.65% 14,358 $4.2M Add +7.0%
MA Mastercard Inc. Class A 0.62% 7,438 $3.9M Add +1.4%
PFFD Global X US Preferred ETF 0.60% 196,445 $3.8M Reduce -2.0%
USHY iShares Broad Usd High Yield 0.60% 103,069 $3.8M Reduce -2.1%
ESGD iShares Trust iShares ESG Aw 0.53% 43,973 $3.3M Reduce -3.3%
IJT iShares S&P Small-Cap 600 GR 0.51% 23,857 $3.2M Add +0.3%
AMD Advanced Micro Devices 0.47% 24,798 $3.0M Reduce -1.2%
LEMB iShares JP Morgan Em Local C 0.44% 78,300 $2.8M Reduce -4.8%
NEU Newmarket Corp. 0.42% 5,054 $2.7M Reduce -16.1%
IXUS iShares Core Intl Stock ETF 0.40% 38,405 $2.5M No change
JNJ Johnson & Johnson 0.37% 16,372 $2.4M No change
ESML iShares ESG Aware MSCI USA S 0.37% 55,709 $2.3M Add +1.4%
ALB Albemarle Corp. 0.36% 26,559 $2.3M Reduce -0.6%
USRT iShares Core US REIT ETF 0.35% 38,906 $2.2M Reduce -3.3%
GOVT iShares US Treasury Bond ETF 0.34% 94,857 $2.2M Add +3.8%
MCO Moody's Corp. 0.32% 4,326 $2.0M Reduce -7.7%
MRK Merck & Co Inc 0.28% 18,149 $1.8M No change
POWERSHARES 0.27% 3,363 $1.7M Add +1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 36,630 $1.6M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 6,737 $1.5M Add +2.0%
ESGE iShares Inc. iShares ESG Awar 0.21% 40,928 $1.4M Reduce -2.8%
SPTM SS SPDR P S&P 1500 Comp ETF 0.20% 17,916 $1.3M Add +0.0%
VT Vanguard Tot World STK ETF 0.19% 10,415 $1.2M Add +0.4%
GE General Electric Company 0.19% 7,231 $1.2M No change
ABBV Abbvie Inc. 0.19% 6,709 $1.2M Add +0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 10,084 $1.1M No change
MMM 3M Co. 0.16% 8,000 $1.0M No change
VSS Vanguard Ftse All Wo X-US SC 0.16% 8,618 $987K Reduce -1.3%
IWV iShares Russell 3000 ETF 0.14% 2,657 $888K No change
KO The Coca-Cola Co. 0.14% 13,939 $868K No change
ORCL Oracle Corp. 0.13% 5,133 $855K No change
D Dominion Energy Inc. 0.13% 15,700 $846K Reduce -0.1%
WCC Wesco International Inc. 0.13% 4,556 $824K Reduce -30.2%
TFLO iShares Treasury Floating Ra 0.13% 16,322 $824K Add +1.4%
MCD McDonald's Corp. 0.13% 2,820 $817K No change
ABT Abbott Laboratories 0.12% 6,813 $771K No change
BRK.B Berkshire Hathaway Inc. Class B 0.12% 1,680 $762K Reduce -19.2%
SUSC iShares ESG Aware Usd Corpor 0.11% 29,969 $681K Add +19.7%
COP Conocophillips 0.10% 6,601 $655K No change
NUE Nucor Corp. 0.10% 5,600 $654K No change
IEI iShares 3-7 Year Treasury Bo 0.09% 5,158 $596K Add +19.6%
MKL Markel Group Inc. 0.09% 333 $575K No change
GEV GE Vernova Inc. 0.09% 1,670 $549K No change
PG The Procter & Gamble Co. 0.08% 2,944 $494K No change
XBI SS SPDR S&P Biotech ETF 0.08% 5,377 $484K No change
WMS Advanced Drainage Systems Inc. 0.07% 4,012 $464K No change
MIDE Xtrac S&P MC 400 Sc&scrn ETF 0.07% 14,823 $453K Add +1.5%
AMGN Amgen Inc. 0.07% 1,733 $452K No change
SBUX Starbucks Corp. 0.07% 4,734 $432K No change
CVX Chevron Corp. 0.07% 2,893 $419K Add +4.8%
MARTIN MARIETTA MATERIALS INC 0.06% 783 $404K No change
NSC Norfolk Southern Corp. 0.06% 1,665 $391K No change
TDG Transdigm Group Inc. 0.06% 296 $375K No change
PSX Phillips 66 0.06% 3,286 $374K Add +0.1%
PM Philip Morris International 0.06% 3,103 $373K Add +0.1%
ACWI iShares MSCI Acwi ETF 0.06% 2,981 $350K Add +0.1%
HSY The Hershey Co. 0.05% 2,000 $339K No change

Show all 110 holdings

Portfolio Sells Q3 2024 → Q4 2024
IEUR iShares Core MSCI Europe ETF Reduce -5.5% 3.04% −0.56
VGK Vanguard Ftse Europe ETF Reduce -19.0% 1.11% −0.41
IEF iShares 7-10 Year Treasury B Reduce -1.9% 4.83% −0.34
VWO Vanguard Ftse Emerging Marke Reduce -9.0% 1.54% −0.28
QQQM Invesco Nasdaq 100 ETF Reduce -26.2% 0.78% −0.22
VPL Vanguard Ftse Pacific ETF Reduce -3.1% 1.70% −0.22
UNH Unitedhealth Group Inc. Reduce -0.3% 1.32% −0.19
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.1% 8.16% −0.19
IVW iShares S&P 500 Growth ETF Reduce -10.5% 3.99% −0.17
AMD Advanced Micro Devices Reduce -1.2% 0.47% −0.17
USIG iShares Broad Usd Investment Reduce -1.9% 2.87% −0.16
IEMG iShares Core MSCI Emerging Reduce -4.8% 1.06% −0.15
NEU Newmarket Corp. Reduce -16.1% 0.42% −0.10
JMBS Janus Henderson Mortg Backed Reduce -1.8% 1.30% −0.08
ESGD iShares Trust iShares ESG Aw Reduce -3.3% 0.53% −0.07
LEMB iShares JP Morgan Em Local C Reduce -4.8% 0.44% −0.05
PFFD Global X US Preferred ETF Reduce -2.0% 0.60% −0.05
WCC Wesco International Inc. Reduce -30.2% 0.13% −0.04
USRT iShares Core US REIT ETF Reduce -3.3% 0.35% −0.04
ALB Albemarle Corp. Reduce -0.6% 0.36% −0.03
HD Home Depot Inc. Reduce -0.3% 0.99% −0.03
LOW Lowe's Cos Inc. Sold out 0.00% −0.03
GEHC GE Healthcare Technology Sold out 0.00% −0.03
BBCA J P Morgan Exchange-Traded F Reduce -1.6% 0.97% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -19.2% 0.12% −0.03
MCO Moody's Corp. Reduce -7.7% 0.32% −0.02
ESGE iShares Inc. iShares ESG Awar Reduce -2.8% 0.21% −0.02
JAAA Janus Henderson Aaa Clo ETF Reduce -2.3% 1.32% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -2.8% 0.68% −0.02
USHY iShares Broad Usd High Yield Reduce -2.1% 0.60% −0.02
MSFT Microsoft Corp. Reduce -0.2% 1.55% −0.02
VSS Vanguard Ftse All Wo X-US SC Reduce -1.3% 0.16% −0.02
BOND PIMCO Active Bond Exchange-T Reduce -15.6% 0.04% −0.01
D Dominion Energy Inc. Reduce -0.1% 0.13% −0.01
MDY SPDR S&P Midcap 400 Reduce -1.1% 0.98% −0.00
GLOBAL X MLP ETF Reduce -3.3% 0.77% +0.00
BLK BlackRock Finance Inc. Reduce -0.4% 0.78% +0.06
MAR Marriott International Class A Reduce -5.5% 0.94% +0.06
GOOG Alphabet Inc. Class C Reduce -1.6% 0.81% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 3.35% +0.10
JPM JPMorgan Chase & Co. Reduce -1.6% 0.90% +0.10
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -3.7% 5.04% +0.18
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.4% 10.00% +0.61

Portfolio Buys Q3 2024 → Q4 2024
IVE iShares S&P 500 Value ETF Add +65.3% 1.89% +0.72
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +14.0% 3.34% +0.36
IJJ iShares S&P Mid-Cap 400 Valu Add +13.9% 2.51% +0.35
AMZN Amazon.com Inc. Add +1.4% 1.71% +0.29
AAPL Apple Inc. Add +2.9% 2.37% +0.25
IJS iShares S&P Small-Cap 600 Va Add +20.0% 1.02% +0.18
GOOGL Alphabet Inc. Class A Add +0.6% 1.30% +0.18
V Visa Inc. Class A Add +1.6% 0.96% +0.15
ESGU iShares ESG Aware MSCI USA Add +1.5% 2.02% +0.09
EFIV SS SPDR S&P 500 ESG ETF Add +5.3% 0.89% +0.06
VTI VG Morningstar TS MKT ETF-US Add +7.0% 0.65% +0.06
MA Mastercard Inc. Class A Add +1.4% 0.62% +0.05
QUAL iShares MSCI USA Quality Fac Add +3.0% 1.58% +0.05
META Meta Platforms Inc. Class A Add +0.3% 0.95% +0.03
VOO Vanguard S&P 500 ETF Add +0.6% 0.78% +0.03
NOTVQ Inotiv Inc. New 0.03% +0.03
IJK iShares S&P Mid-Cap 400 Grow Add +1.0% 2.32% +0.02
POWERSHARES Add +1.2% 0.27% +0.02
SUSC iShares ESG Aware Usd Corpor Add +19.7% 0.11% +0.01
IEI iShares 3-7 Year Treasury Bo Add +19.6% 0.09% +0.01
ESML iShares ESG Aware MSCI USA S Add +1.4% 0.37% +0.01
GOVT iShares US Treasury Bond ETF Add +3.8% 0.34% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.0% 0.20% +0.01
IBM Intl Business Machines Corp. Add +2.0% 0.23% +0.01
CVX Chevron Corp. Add +4.8% 0.07% +0.00
TFLO iShares Treasury Floating Ra Add +1.4% 0.13% +0.00
MIDE Xtrac S&P MC 400 Sc&scrn ETF Add +1.5% 0.07% +0.00
PM Philip Morris International Add +0.1% 0.06% +0.00
IJR iShares Core S&P Small-Cap E Add +0.5% 0.04% 0.00
ACWI iShares MSCI Acwi ETF Add +0.1% 0.06% −0.00
VT Vanguard Tot World STK ETF Add +0.4% 0.19% −0.00
PSX Phillips 66 Add +0.1% 0.06% −0.01
IJT iShares S&P Small-Cap 600 GR Add +0.3% 0.51% −0.01
ABBV Abbvie Inc. Add +0.0% 0.19% −0.02
CAT Caterpillar Inc. Add +2.8% 0.79% −0.03
XOM Exxon Mobil Corp. Add +1.2% 0.71% −0.05
IPAC iShares Core MSCI Pacific Et Add +2.3% 1.12% −0.06

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