Blue Edge Capital, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Blue Edge Capital, LLC reported 109 stock positions worth $622.7 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.6%) and iShares 7-10 Year Treasury B (IEF, 5.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 4, added to 47 and reduced 33. The biggest buy was Janus Henderson Mortg Backed (JMBS, shares +74%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$622.7M (Q1 2025)
SEC Filing
0001599620-25-000003 ↗ filed May 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 Q4 2024 Q1 2025: $622.7M $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 109 stocks · $622.7M
VUG Vanguard Mrngstar GR ETF-Sui 9.18% 154,169 $57.2M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 8.59% 309,714 $53.5M Add +1.0%
IEF iShares 7-10 Year Treasury B 5.06% 330,643 $31.5M Reduce -0.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.51% 90,873 $28.1M Reduce -2.6%
IVW iShares S&P 500 Growth ETF 3.93% 263,432 $24.5M Add +5.4%
IEUR iShares Core MSCI Europe ETF 3.75% 388,392 $23.4M Add +8.4%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.51% 169,854 $21.9M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.32% 36,924 $20.7M Add +1.7%
USIG iShares Broad Usd Investment 2.97% 362,636 $18.5M Reduce -0.1%
JMBS Janus Henderson Mortg Backed 2.37% 326,068 $14.7M Add +74.4%
IJJ iShares S&P Mid-Cap 400 Valu 2.28% 118,831 $14.2M Reduce -6.9%
JAAA Janus Henderson Aaa Clo ETF 2.07% 254,387 $12.9M Add +54.0%
IVE iShares S&P 500 Value ETF 2.02% 65,913 $12.6M Add +4.8%
AAPL Apple Inc. 2.01% 56,371 $12.5M Reduce -6.2%
ESGU iShares ESG Aware MSCI USA 1.92% 97,907 $11.9M Reduce -1.7%
IJK iShares S&P Mid-Cap 400 Grow 1.82% 136,204 $11.3M Reduce -16.0%
VWO Vanguard Ftse Emerging Marke 1.69% 232,674 $10.5M Add +4.6%
VPL Vanguard Ftse Pacific ETF 1.68% 144,368 $10.5M Reduce -5.1%
AMZN Amazon.com Inc. 1.54% 50,294 $9.6M Add +1.2%
QUAL iShares MSCI USA Quality Fac 1.53% 55,879 $9.5M Reduce -1.2%
UNH Unitedhealth Group Inc. 1.41% 16,793 $8.8M Add +1.2%
MSFT Microsoft Corp. 1.39% 23,098 $8.7M Reduce -1.3%
IEMG iShares Core MSCI Emerging 1.29% 148,465 $8.0M Add +14.5%
IPAC iShares Core MSCI Pacific Et 1.21% 120,714 $7.5M Add +3.7%
VGK Vanguard Ftse Europe ETF 1.20% 106,315 $7.5M Reduce -4.6%
V Visa Inc. Class A 1.09% 19,289 $6.8M Add +0.3%
GOOGL Alphabet Inc. Class A 1.08% 43,606 $6.7M Add +0.3%
BBCA J P Morgan Exchange-Traded F 0.98% 85,530 $6.1M Reduce -1.8%
HD Home Depot Inc. 0.96% 16,355 $6.0M Add +1.5%
META Meta Platforms Inc. Class A 0.95% 10,293 $5.9M Reduce -0.4%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.94% 10,993 $5.9M Add +0.2%
JPM JPMorgan Chase & Co. 0.93% 23,705 $5.8M Reduce -0.3%
EFIV SS SPDR S&P 500 ESG ETF 0.85% 99,213 $5.3M Reduce -1.3%
MAR Marriott International Class A 0.82% 21,501 $5.1M Add +0.1%
XOM Exxon Mobil Corp. 0.80% 42,029 $5.0M Add +0.3%
VOO Vanguard S&P 500 ETF 0.77% 9,275 $4.8M Add +0.3%
CAT Caterpillar Inc. 0.74% 13,923 $4.6M Add +0.3%
BLK BlackRock Finance Inc. 0.73% 4,836 $4.6M Add +0.2%
GOOG Alphabet Inc. Class C 0.69% 27,306 $4.3M Add +0.5%
MA Mastercard Inc. Class A 0.66% 7,452 $4.1M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 0.64% 14,561 $4.0M Add +1.4%
IJS iShares S&P Small-Cap 600 Va 0.63% 40,493 $3.9M Reduce -31.9%
ESGD iShares Trust iShares ESG Aw 0.63% 47,909 $3.9M Add +8.9%
JSI JH Securitized Income ETF 0.61% 72,072 $3.8M New
PFFD Global X US Preferred ETF 0.60% 195,361 $3.7M Reduce -0.6%
GLOBAL X MLP ETF 0.59% 69,033 $3.7M Reduce -30.2%
QQQM Invesco Nasdaq 100 ETF 0.55% 17,895 $3.5M Reduce -24.5%
IJT iShares S&P Small-Cap 600 GR 0.46% 23,040 $2.9M Reduce -3.4%
NEU Newmarket Corp. 0.46% 5,054 $2.9M No change
JNJ Johnson & Johnson 0.44% 16,376 $2.7M Add +0.0%
LEMB iShares JP Morgan Em Local C 0.43% 72,199 $2.7M Reduce -7.8%
IXUS iShares Core Intl Stock ETF 0.43% 38,405 $2.7M No change
C Citigroup Inc. 0.41% 35,586 $2.5M New
GOVT iShares US Treasury Bond ETF 0.37% 100,601 $2.3M Add +6.1%
USRT iShares Core US REIT ETF 0.34% 36,833 $2.1M Reduce -5.3%
VIG Vanguard Dividend Apprec ETF 0.33% 10,718 $2.1M Reduce -51.4%
MCO Moody's Corp. 0.33% 4,461 $2.1M Add +3.1%
ALB Albemarle Corp. 0.31% 26,524 $1.9M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 6,776 $1.7M Add +0.6%
MRK Merck & Co Inc 0.26% 18,149 $1.6M No change
POWERSHARES 0.26% 3,450 $1.6M Add +2.6%
ESGE iShares Inc. iShares ESG Awar 0.26% 45,481 $1.6M Add +11.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 36,630 $1.5M No change
ESML iShares ESG Aware MSCI USA S 0.24% 39,644 $1.5M Reduce -28.8%
GE General Electric Company 0.23% 7,231 $1.4M No change
ABBV Abbvie Inc. 0.23% 6,711 $1.4M Add +0.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.21% 18,806 $1.3M Add +5.0%
VT Vanguard Tot World STK ETF 0.20% 10,517 $1.2M Add +1.0%
VFIAX Vanguard 500 Index-Adm 0.19% 2,294 $1.2M New
MMM 3M Co. 0.19% 8,054 $1.2M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 2,080 $1.1M Add +23.8%
KO The Coca-Cola Co. 0.16% 13,960 $1000K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 10,084 $995K No change
VSS Vanguard Ftse All Wo X-US SC 0.16% 8,555 $989K Reduce -0.7%
ABT Abbott Laboratories 0.14% 6,724 $892K Reduce -1.3%
MCD McDonald's Corp. 0.14% 2,820 $881K No change
D Dominion Energy Inc. 0.14% 15,700 $880K No change
TFLO iShares Treasury Floating Ra 0.13% 16,060 $814K Reduce -1.6%
IWV iShares Russell 3000 ETF 0.12% 2,344 $745K Reduce -11.8%
ORCL Oracle Corp. 0.12% 5,133 $718K No change
COP Conocophillips 0.11% 6,601 $693K No change
IEI iShares 3-7 Year Treasury Bo 0.11% 5,705 $674K Add +10.6%
NUE Nucor Corp. 0.11% 5,600 $674K No change
SUSC iShares ESG Aware Usd Corpor 0.11% 28,633 $660K Reduce -4.5%
MKL Markel Group Inc. 0.10% 333 $623K No change
AMGN Amgen Inc. 0.09% 1,733 $540K No change
PG The Procter & Gamble Co. 0.09% 3,165 $539K Add +7.5%
GEV GE Vernova Inc. 0.08% 1,670 $510K No change
PM Philip Morris International 0.08% 3,107 $493K Add +0.1%
CVX Chevron Corp. 0.08% 2,936 $491K Add +1.5%
SBUX Starbucks Corp. 0.07% 4,734 $464K No change
XBI SS SPDR S&P Biotech ETF 0.07% 5,377 $436K No change
WMS Advanced Drainage Systems Inc. 0.07% 4,012 $436K No change
BRBS Blue Ridge Bankshares Inc. 0.07% 130,000 $424K Add +30.0%
MIDE Xtrac S&P MC 400 Sc&scrn ETF 0.07% 14,584 $419K Reduce -1.6%
NSC Norfolk Southern Corp. 0.07% 1,764 $418K Add +6.0%
TDG Transdigm Group Inc. 0.07% 296 $409K No change
PSX Phillips 66 0.07% 3,290 $406K Add +0.1%
MARTIN MARIETTA MATERIALS INC 0.06% 783 $374K No change
ACWI iShares MSCI Acwi ETF 0.06% 2,982 $347K Add +0.0%
HSY The Hershey Co. 0.05% 2,000 $342K No change
BBJP JPMorgan Betabuilders Japan 0.05% 5,854 $329K No change
BOND PIMCO Active Bond Exchange-T 0.04% 2,907 $269K Add +1.1%
AVGO Broadcom Inc. 0.04% 1,450 $243K No change
FDS Factset Research Systems Inc. 0.04% 500 $227K No change
MSCI MSCI Inc. 0.04% 400 $226K No change
APH Amphenol Corp. Class A 0.03% 3,200 $210K No change
IJR iShares Core S&P Small-Cap E 0.03% 1,970 $206K Add +0.8%
NOTVQ Inotiv Inc. 0.01% 42,000 $93K No change

Portfolio Sells Q4 2024 → Q1 2025
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 9.18% −0.82
USHY iShares Broad Usd High Yield Sold out 0.00% −0.60
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -2.6% 4.51% −0.53
IJK iShares S&P Mid-Cap 400 Grow Reduce -16.0% 1.82% −0.50
AMD Advanced Micro Devices Sold out 0.00% −0.47
IJS iShares S&P Small-Cap 600 Va Reduce -31.9% 0.63% −0.38
AAPL Apple Inc. Reduce -6.2% 2.01% −0.36
VIG Vanguard Dividend Apprec ETF Reduce -51.4% 0.33% −0.35
QQQM Invesco Nasdaq 100 ETF Reduce -24.5% 0.55% −0.23
IJJ iShares S&P Mid-Cap 400 Valu Reduce -6.9% 2.28% −0.22
GLOBAL X MLP ETF Reduce -30.2% 0.59% −0.18
MSFT Microsoft Corp. Reduce -1.3% 1.39% −0.16
WCC Wesco International Inc. Sold out 0.00% −0.13
ESML iShares ESG Aware MSCI USA S Reduce -28.8% 0.24% −0.12
ESGU iShares ESG Aware MSCI USA Reduce -1.7% 1.92% −0.10
ALB Albemarle Corp. Reduce -0.1% 0.31% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -1.2% 1.53% −0.05
IJT iShares S&P Small-Cap 600 GR Reduce -3.4% 0.46% −0.05
EFIV SS SPDR S&P 500 ESG ETF Reduce -1.3% 0.85% −0.04
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.03
IWV iShares Russell 3000 ETF Reduce -11.8% 0.12% −0.02
VPL Vanguard Ftse Pacific ETF Reduce -5.1% 1.68% −0.02
LEMB iShares JP Morgan Em Local C Reduce -7.8% 0.43% −0.01
USRT iShares Core US REIT ETF Reduce -5.3% 0.34% −0.01
PFFD Global X US Preferred ETF Reduce -0.6% 0.60% −0.01
MIDE Xtrac S&P MC 400 Sc&scrn ETF Reduce -1.6% 0.07% −0.00
SUSC iShares ESG Aware Usd Corpor Reduce -4.5% 0.11% −0.00
META Meta Platforms Inc. Class A Reduce -0.4% 0.95% +0.00
TFLO iShares Treasury Floating Ra Reduce -1.6% 0.13% +0.00
VSS Vanguard Ftse All Wo X-US SC Reduce -0.7% 0.16% +0.00
BBCA J P Morgan Exchange-Traded F Reduce -1.8% 0.98% +0.02
ABT Abbott Laboratories Reduce -1.3% 0.14% +0.02
JPM JPMorgan Chase & Co. Reduce -0.3% 0.93% +0.04
VGK Vanguard Ftse Europe ETF Reduce -4.6% 1.20% +0.09
USIG iShares Broad Usd Investment Reduce -0.1% 2.97% +0.11
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -0.2% 3.51% +0.17
IEF iShares 7-10 Year Treasury B Reduce -0.5% 5.06% +0.23

Portfolio Buys Q4 2024 → Q1 2025
JMBS Janus Henderson Mortg Backed Add +74.4% 2.37% +1.07
JAAA Janus Henderson Aaa Clo ETF Add +54.0% 2.07% +0.75
IEUR iShares Core MSCI Europe ETF Add +8.4% 3.75% +0.71
JSI JH Securitized Income ETF New 0.61% +0.61
VTV Vanguard Mrngstr Val ETF-Aui Add +1.0% 8.59% +0.43
C Citigroup Inc. New 0.41% +0.41
IEMG iShares Core MSCI Emerging Add +14.5% 1.29% +0.22
VFIAX Vanguard 500 Index-Adm New 0.19% +0.19
VWO Vanguard Ftse Emerging Marke Add +4.6% 1.69% +0.15
V Visa Inc. Class A Add +0.3% 1.09% +0.13
IVE iShares S&P 500 Value ETF Add +4.8% 2.02% +0.13
ESGD iShares Trust iShares ESG Aw Add +8.9% 0.63% +0.10
XOM Exxon Mobil Corp. Add +0.3% 0.80% +0.09
UNH Unitedhealth Group Inc. Add +1.2% 1.41% +0.09
IPAC iShares Core MSCI Pacific Et Add +3.7% 1.21% +0.09
JNJ Johnson & Johnson Add +0.0% 0.44% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +23.8% 0.18% +0.06
ESGE iShares Inc. iShares ESG Awar Add +11.1% 0.26% +0.04
MA Mastercard Inc. Class A Add +0.2% 0.66% +0.04
ABBV Abbvie Inc. Add +0.0% 0.23% +0.04
IBM Intl Business Machines Corp. Add +0.6% 0.27% +0.04
GOVT iShares US Treasury Bond ETF Add +6.1% 0.37% +0.03
MMM 3M Co. Add +0.7% 0.19% +0.03
KO The Coca-Cola Co. Add +0.1% 0.16% +0.02
PM Philip Morris International Add +0.1% 0.08% +0.02
BRBS Blue Ridge Bankshares Inc. Add +30.0% 0.07% +0.02
IEI iShares 3-7 Year Treasury Bo Add +10.6% 0.11% +0.01
CVX Chevron Corp. Add +1.5% 0.08% +0.01
MCO Moody's Corp. Add +3.1% 0.33% +0.01
PG The Procter & Gamble Co. Add +7.5% 0.09% +0.01
PSX Phillips 66 Add +0.1% 0.07% +0.01
NSC Norfolk Southern Corp. Add +6.0% 0.07% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +5.0% 0.21% +0.00
VT Vanguard Tot World STK ETF Add +1.0% 0.20% +0.00
BOND PIMCO Active Bond Exchange-T Add +1.1% 0.04% +0.00
ACWI iShares MSCI Acwi ETF Add +0.0% 0.06% +0.00
IJR iShares Core S&P Small-Cap E Add +0.8% 0.03% −0.00
POWERSHARES Add +2.6% 0.26% −0.01
VTI VG Morningstar TS MKT ETF-US Add +1.4% 0.64% −0.01
VOO Vanguard S&P 500 ETF Add +0.3% 0.77% −0.02
HD Home Depot Inc. Add +1.5% 0.96% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +1.7% 3.32% −0.03
MDY SPDR S&P Midcap 400 Add +0.2% 0.94% −0.04
BLK BlackRock Finance Inc. Add +0.2% 0.73% −0.04
CAT Caterpillar Inc. Add +0.3% 0.74% −0.05
IVW iShares S&P 500 Growth ETF Add +5.4% 3.93% −0.06
MAR Marriott International Class A Add +0.1% 0.82% −0.12
GOOG Alphabet Inc. Class C Add +0.5% 0.69% −0.13
AMZN Amazon.com Inc. Add +1.2% 1.54% −0.18
GOOGL Alphabet Inc. Class A Add +0.3% 1.08% −0.21

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