Blue Edge Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Blue Edge Capital, LLC reported 115 stock positions worth $672.5 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, 8.1%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.9%). Compared with Q1 2025, it opened 8 new positions, sold out of 2, added to 19 and reduced 60. The biggest buy was iShares Core MSCI Europe ETF (IEUR, shares +20%) and the biggest sale Unitedhealth (UNH, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$672.5M (Q2 2025)
SEC Filing
0001599620-25-000004 ↗ filed Aug 15, 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 Q1 2025 Q2 2025: $672.5M $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 115 stocks · $672.5M
VUG Vanguard Mrngstar GR ETF-Sui 9.96% 152,720 $67.0M Reduce -0.9%
VTV Vanguard Mrngstr Val ETF-Aui 8.08% 307,452 $54.3M Reduce -0.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.87% 89,502 $32.8M Reduce -1.5%
IEUR iShares Core MSCI Europe ETF 4.59% 466,657 $30.9M Add +20.1%
IEF iShares 7-10 Year Treasury B 4.58% 321,519 $30.8M Reduce -2.8%
IVW iShares S&P 500 Growth ETF 4.31% 263,075 $29.0M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 3.41% 37,131 $22.9M Add +0.6%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.27% 167,823 $22.0M Reduce -1.2%
USIG iShares Broad Usd Investment 2.71% 354,006 $18.2M Reduce -2.4%
JMBS Janus Henderson Mortg Backed 2.12% 316,488 $14.3M Reduce -2.9%
ESGU iShares ESG Aware MSCI USA 1.93% 95,766 $13.0M Reduce -2.2%
IVE iShares S&P 500 Value ETF 1.92% 66,099 $12.9M Add +0.3%
VWO Vanguard Ftse Emerging Marke 1.92% 260,603 $12.9M Add +12.0%
JAAA Janus Henderson Aaa Clo ETF 1.91% 252,955 $12.8M Reduce -0.6%
VPL Vanguard Ftse Pacific ETF 1.73% 141,188 $11.6M Reduce -2.2%
AAPL Apple Inc. 1.70% 55,845 $11.5M Reduce -0.9%
IJJ iShares S&P Mid-Cap 400 Valu 1.69% 92,024 $11.4M Reduce -22.6%
MSFT Microsoft Corp. 1.66% 22,384 $11.1M Reduce -3.1%
AMZN Amazon.com Inc. 1.63% 49,858 $10.9M Reduce -0.9%
IEMG iShares Core MSCI Emerging 1.62% 181,906 $10.9M Add +22.5%
QUAL iShares MSCI USA Quality Fac 1.44% 52,997 $9.7M Reduce -5.2%
IJK iShares S&P Mid-Cap 400 Grow 1.35% 99,611 $9.1M Reduce -26.9%
IPAC iShares Core MSCI Pacific Et 1.23% 120,729 $8.3M Add +0.0%
VGK Vanguard Ftse Europe ETF 1.19% 103,467 $8.0M Reduce -2.7%
META Meta Platforms Inc. Class A 1.13% 10,269 $7.6M Reduce -0.2%
JPM JPMorgan Chase & Co. 1.02% 23,763 $6.9M Add +0.2%
V Visa Inc. Class A 1.02% 19,240 $6.8M Reduce -0.3%
BBCA J P Morgan Exchange-Traded F 1.01% 84,175 $6.8M Reduce -1.6%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.93% 11,036 $6.3M Add +0.4%
HD Home Depot Inc. 0.89% 16,293 $6.0M Reduce -0.4%
MAR Marriott International Class A 0.88% 21,559 $5.9M Add +0.3%
EFIV SS SPDR S&P 500 ESG ETF 0.84% 97,004 $5.7M Reduce -2.2%
VOO Vanguard S&P 500 ETF 0.79% 9,374 $5.3M Add +1.1%
CAT Caterpillar Inc. 0.78% 13,468 $5.2M Reduce -3.3%
UNH Unitedhealth Group Inc. 0.77% 16,640 $5.2M Reduce -0.9%
BLK BlackRock Finance Inc. 0.76% 4,851 $5.1M Add +0.3%
ESGD iShares Trust iShares ESG Aw 0.69% 52,202 $4.7M Add +9.0%
XOM Exxon Mobil Corp. 0.67% 41,926 $4.5M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 0.66% 14,561 $4.4M No change
MA Mastercard Inc. Class A 0.62% 7,443 $4.2M Reduce -0.1%
AGG iShares Core U.S. Aggregate 0.62% 41,810 $4.1M New
QQQM Invesco Nasdaq 100 ETF 0.60% 17,763 $4.0M Reduce -0.7%
GOOGL Alphabet Inc. Class A 0.60% 22,870 $4.0M Reduce -47.5%
IJS iShares S&P Small-Cap 600 Va 0.59% 40,021 $4.0M Reduce -1.2%
GOOG Alphabet Inc. Class C 0.59% 22,223 $3.9M Reduce -18.6%
JSI JH Securitized Income ETF 0.54% 69,532 $3.7M Reduce -3.5%
PFFD Global X US Preferred ETF 0.54% 191,463 $3.6M Reduce -2.0%
GEV GE Vernova Inc. 0.53% 6,750 $3.6M Add +304.2%
NEU Newmarket Corp. 0.52% 5,054 $3.5M No change
GLOBAL X MLP ETF 0.51% 67,914 $3.4M Reduce -1.6%
IJT iShares S&P Small-Cap 600 GR 0.46% 23,008 $3.1M Reduce -0.1%
LEMB iShares JP Morgan Em Local C 0.44% 73,929 $3.0M Add +2.4%
C Citigroup Inc. 0.44% 34,886 $3.0M Reduce -2.0%
IXUS iShares Core Intl Stock ETF 0.44% 38,405 $3.0M No change
JNJ Johnson & Johnson 0.37% 16,355 $2.5M Reduce -0.1%
GOVT iShares US Treasury Bond ETF 0.34% 99,325 $2.3M Reduce -1.3%
BA The Boeing Co. 0.33% 10,733 $2.2M New
MCO Moody's Corp. 0.33% 4,451 $2.2M Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.32% 10,426 $2.1M Reduce -2.7%
USRT iShares Core US REIT ETF 0.30% 36,170 $2.0M Reduce -1.8%
ESGE iShares Inc. iShares ESG Awar 0.30% 51,158 $2.0M Add +12.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 6,742 $2.0M Reduce -0.5%
POWERSHARES 0.28% 3,447 $1.9M Reduce -0.1%
GE General Electric Company 0.28% 7,231 $1.9M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.26% 36,630 $1.7M No change
ALB Albemarle Corp. 0.25% 26,524 $1.7M No change
MRK Merck & Co Inc 0.21% 18,054 $1.4M Reduce -0.5%
VT Vanguard Tot World STK ETF 0.20% 10,305 $1.3M Reduce -2.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 10,084 $1.3M No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.19% 16,637 $1.2M Reduce -11.5%
MMM 3M Co. 0.18% 8,000 $1.2M Reduce -0.7%
ABBV Abbvie Inc. 0.18% 6,474 $1.2M Reduce -3.5%
ORCL Oracle Corp. 0.17% 5,133 $1.1M No change
VSS Vanguard Ftse All Wo X-US SC 0.16% 8,061 $1.1M Reduce -5.8%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 2,080 $1.0M No change
ESML iShares ESG Aware MSCI USA S 0.15% 24,445 $1.0M Reduce -38.3%
KO The Coca-Cola Co. 0.15% 13,939 $986K Reduce -0.1%
ABT Abbott Laboratories 0.14% 6,724 $915K No change
D Dominion Energy Inc. 0.13% 15,700 $887K No change
MCD McDonald's Corp. 0.12% 2,820 $824K No change
IWV iShares Russell 3000 ETF 0.12% 2,344 $823K No change
ISRG Intuitive Surgical Inc. 0.12% 1,455 $791K New
NUE Nucor Corp. 0.11% 5,600 $725K No change
TFLO iShares Treasury Floating Ra 0.10% 13,238 $670K Reduce -17.6%
MKL Markel Group Inc. 0.10% 333 $665K No change
IEI iShares 3-7 Year Treasury Bo 0.09% 5,018 $598K Reduce -12.0%
COP Conocophillips 0.09% 6,601 $592K No change
SUSC iShares ESG Aware Usd Corpor 0.09% 25,154 $584K Reduce -12.2%
PM Philip Morris International 0.08% 3,110 $566K Add +0.1%
BRBS Blue Ridge Bankshares Inc. 0.08% 148,457 $533K Add +14.2%
AMGN Amgen Inc. 0.07% 1,733 $484K No change
STIP iShares 0-5 Year Tips Bond E 0.07% 4,686 $482K New
PG The Procter & Gamble Co. 0.07% 2,944 $469K Reduce -7.0%
WMS Advanced Drainage Systems Inc. 0.07% 4,012 $461K No change
TDG Transdigm Group Inc. 0.07% 296 $450K No change
XBI SS SPDR S&P Biotech ETF 0.07% 5,377 $446K No change
MIDE Xtrac S&P MC 400 Sc&scrn ETF 0.06% 14,194 $434K Reduce -2.7%
SBUX Starbucks Corp. 0.06% 4,734 $434K No change
MARTIN MARIETTA MATERIALS INC 0.06% 783 $430K No change
VCSH Vanguard S/T Corp. Bond ETF 0.06% 5,369 $427K New

Show all 115 holdings

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -0.9% 0.77% −0.64
IJJ iShares S&P Mid-Cap 400 Valu Reduce -22.6% 1.69% −0.59
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 8.08% −0.51
IEF iShares 7-10 Year Treasury B Reduce -2.8% 4.58% −0.49
GOOGL Alphabet Inc. Class A Reduce -47.5% 0.60% −0.48
IJK iShares S&P Mid-Cap 400 Grow Reduce -26.9% 1.35% −0.47
AAPL Apple Inc. Reduce -0.9% 1.70% −0.31
USIG iShares Broad Usd Investment Reduce -2.4% 2.71% −0.27
JMBS Janus Henderson Mortg Backed Reduce -2.9% 2.12% −0.25
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -1.2% 3.27% −0.24
VFIAX Vanguard 500 Index-Adm Sold out 0.00% −0.19
JAAA Janus Henderson Aaa Clo ETF Reduce -0.6% 1.91% −0.16
XOM Exxon Mobil Corp. Reduce -0.3% 0.67% −0.13
GOOG Alphabet Inc. Class C Reduce -18.6% 0.59% −0.10
ESML iShares ESG Aware MSCI USA S Reduce -38.3% 0.15% −0.09
QUAL iShares MSCI USA Quality Fac Reduce -5.2% 1.44% −0.09
GLOBAL X MLP ETF Reduce -1.6% 0.51% −0.08
HD Home Depot Inc. Reduce -0.4% 0.89% −0.07
V Visa Inc. Class A Reduce -0.3% 1.02% −0.07
JNJ Johnson & Johnson Reduce -0.1% 0.37% −0.06
JSI JH Securitized Income ETF Reduce -3.5% 0.54% −0.06
PFFD Global X US Preferred ETF Reduce -2.0% 0.54% −0.06
MRK Merck & Co Inc Reduce -0.5% 0.21% −0.05
ABBV Abbvie Inc. Reduce -3.5% 0.18% −0.05
IJS iShares S&P Small-Cap 600 Va Reduce -1.2% 0.59% −0.04
USRT iShares Core US REIT ETF Reduce -1.8% 0.30% −0.04
MA Mastercard Inc. Class A Reduce -0.1% 0.62% −0.03
GOVT iShares US Treasury Bond ETF Reduce -1.3% 0.34% −0.03
TFLO iShares Treasury Floating Ra Reduce -17.6% 0.10% −0.03
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -11.5% 0.19% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -12.0% 0.09% −0.02
SUSC iShares ESG Aware Usd Corpor Reduce -12.2% 0.09% −0.02
CVX Chevron Corp. Reduce -3.5% 0.06% −0.02
PG The Procter & Gamble Co. Reduce -7.0% 0.07% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -2.7% 0.32% −0.02
NOTVQ Inotiv Inc. Sold out 0.00% −0.01
KO The Coca-Cola Co. Reduce -0.1% 0.15% −0.01
NSC Norfolk Southern Corp. Reduce -15.0% 0.06% −0.01
MMM 3M Co. Reduce -0.7% 0.18% −0.01
EFIV SS SPDR S&P 500 ESG ETF Reduce -2.2% 0.84% −0.01
VGK Vanguard Ftse Europe ETF Reduce -2.7% 1.19% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -0.1% 0.46% −0.01
MIDE Xtrac S&P MC 400 Sc&scrn ETF Reduce -2.7% 0.06% −0.00
IJR iShares Core S&P Small-Cap E Reduce -1.7% 0.03% −0.00
MCO Moody's Corp. Reduce -0.2% 0.33% −0.00
ACWI iShares MSCI Acwi ETF Reduce -0.9% 0.06% +0.00
VT Vanguard Tot World STK ETF Reduce -2.0% 0.20% +0.00
VSS Vanguard Ftse All Wo X-US SC Reduce -5.8% 0.16% +0.00
ESGU iShares ESG Aware MSCI USA Reduce -2.2% 1.93% +0.01
POWERSHARES Reduce -0.1% 0.28% +0.02

Portfolio Buys Q1 2025 → Q2 2025
IEUR iShares Core MSCI Europe ETF Add +20.1% 4.59% +0.84
AGG iShares Core U.S. Aggregate New 0.62% +0.62
GEV GE Vernova Inc. Add +304.2% 0.53% +0.45
IEMG iShares Core MSCI Emerging Add +22.5% 1.62% +0.34
BA The Boeing Co. New 0.33% +0.33
VWO Vanguard Ftse Emerging Marke Add +12.0% 1.92% +0.23
ISRG Intuitive Surgical Inc. New 0.12% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 3.41% +0.09
JPM JPMorgan Chase & Co. Add +0.2% 1.02% +0.09
STIP iShares 0-5 Year Tips Bond E New 0.07% +0.07
ESGD iShares Trust iShares ESG Aw Add +9.0% 0.69% +0.06
VCSH Vanguard S/T Corp. Bond ETF New 0.06% +0.06
SHY iShares 1-3 Year Treasury Bo New 0.06% +0.06
MAR Marriott International Class A Add +0.3% 0.88% +0.05
ESGE iShares Inc. iShares ESG Awar Add +12.5% 0.30% +0.04
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
VB Vanguard Most SM-Cap ETF-Usd New 0.03% +0.03
IPAC iShares Core MSCI Pacific Et Add +0.0% 1.23% +0.03
VOO Vanguard S&P 500 ETF Add +1.1% 0.79% +0.03
BLK BlackRock Finance Inc. Add +0.3% 0.76% +0.02
BRBS Blue Ridge Bankshares Inc. Add +14.2% 0.08% +0.01
LEMB iShares JP Morgan Em Local C Add +2.4% 0.44% +0.01
PM Philip Morris International Add +0.1% 0.08% +0.01
BOND PIMCO Active Bond Exchange-T Add +6.0% 0.04% −0.00
PSX Phillips 66 Add +0.1% 0.06% −0.01
MDY SPDR S&P Midcap 400 Add +0.4% 0.93% −0.01
IVE iShares S&P 500 Value ETF Add +0.3% 1.92% −0.10

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