Blue Edge Capital, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 2, 2026), Blue Edge Capital, LLC reported 134 stock positions worth $752.9 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.5% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.2%) and iShares Core MSCI Europe ETF (IEUR, 4.8%). Compared with Q4 2025, it opened 12 new positions, sold out of 3, added to 70 and reduced 33. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −6%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$752.9M (Q1 2026)
SEC Filing
0001599620-26-000002 ↗ filed Jun 2, 2026

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 Q2 2025 Q3 2025: $703.9M Q3 2025 Q4 2025: $747.4M Q4 2025 Q1 2026: $752.9M $752.9M Q1 2026 Q2 2026: $832.8M Q2 2026

Holdings 134 stocks · $752.9M
VUG Vanguard Mrngstar GR ETF-Sui 8.55% 147,345 $64.4M Add +2.5%
VTV Vanguard Mrngstr Val ETF-Aui 8.24% 316,399 $62.1M Add +3.6%
IEUR iShares Core MSCI Europe ETF 4.78% 512,239 $36.0M Add +13.4%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.46% 91,387 $33.6M Reduce -6.2%
IVW iShares S&P 500 Growth ETF 4.43% 295,201 $33.4M Add +3.4%
IEF iShares 7-10 Year Treasury B 4.37% 344,363 $32.9M Add +2.8%
SPY SS SPDR S&P 500 ETF Trust-US 3.34% 38,696 $25.2M Add +7.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.05% 158,616 $23.0M Reduce -9.8%
USIG iShares Broad Usd Investment 2.90% 426,168 $21.8M Add +3.5%
JMBS Janus Henderson Mortg Backed 2.32% 386,161 $17.4M Add +18.6%
AAPL Apple Inc. 2.25% 66,604 $16.9M Add +19.2%
IVE iShares S&P 500 Value ETF 2.13% 76,110 $16.1M Add +3.0%
VPL Vanguard Ftse Pacific ETF 1.91% 147,123 $14.4M Add +11.4%
ESGU iShares ESG Aware MSCI USA 1.60% 84,923 $12.0M Reduce -7.0%
VWO Vanguard Ftse Emerging Marke 1.57% 218,176 $11.8M Reduce -18.9%
AVEM Avantis Emerging Markets Eq 1.53% 143,381 $11.6M New
IPAC iShares Core MSCI Pacific Et 1.50% 147,650 $11.3M Add +13.9%
AMZN Amazon.com Inc. 1.47% 53,121 $11.1M Add +2.5%
IJJ iShares S&P Mid-Cap 400 Valu 1.35% 76,475 $10.1M Add +2.6%
IJK iShares S&P Mid-Cap 400 Grow 1.31% 98,194 $9.9M Add +2.6%
BAI Ishrs AI in and Tech Act ETF 1.29% 295,285 $9.7M Reduce -5.1%
CAT Caterpillar Inc. 1.28% 13,657 $9.7M Add +4.1%
QUAL iShares MSCI USA Quality Fac 1.28% 50,270 $9.6M Reduce -3.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.27% 163,725 $9.5M Add +0.4%
IEMG iShares Core MSCI Emerging 1.25% 135,381 $9.4M Reduce -42.2%
JAAA Janus Henderson Aaa Clo ETF 1.18% 176,247 $8.9M Add +8.6%
MSFT Microsoft Corp. 1.12% 22,813 $8.4M Add +0.4%
XOM Exxon Mobil Corp. 1.04% 46,079 $7.8M Add +10.8%
GOOG Alphabet Inc. Class C 0.97% 25,367 $7.3M Add +0.9%
JPM JPMorgan Chase & Co. 0.90% 23,068 $6.8M Reduce -0.0%
GOOGL Alphabet Inc. Class A 0.86% 22,565 $6.5M Reduce -0.0%
GLW Corning Inc. 0.84% 46,660 $6.3M Reduce -0.0%
EFIV SS SPDR S&P 500 ESG ETF 0.81% 96,352 $6.1M Reduce -4.8%
V Visa Inc. Class A 0.80% 19,991 $6.0M Reduce -0.5%
META Meta Platforms Inc. Class A 0.79% 10,331 $5.9M Add +0.4%
VOO Vanguard S&P 500 ETF 0.78% 9,876 $5.9M Add +4.5%
GEV GE Vernova Inc. 0.77% 6,650 $5.8M Reduce -0.1%
BBCA J P Morgan Exchange-Traded F 0.76% 60,834 $5.7M Add +1.3%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.71% 8,616 $5.3M Add +188.8%
HD Home Depot Inc. 0.70% 16,011 $5.3M Add +0.4%
VGK Vanguard Ftse Europe ETF 0.68% 62,213 $5.1M Add +8.6%
VTI VG Morningstar TS MKT ETF-US 0.65% 15,191 $4.9M Add +5.4%
IJS iShares S&P Small-Cap 600 Va 0.63% 39,779 $4.7M Add +25.1%
UNH Unitedhealth Group Inc. 0.60% 16,783 $4.5M Reduce -0.2%
JNJ Johnson & Johnson 0.60% 18,533 $4.5M Add +12.3%
BLK BlackRock Finance Inc. 0.60% 4,709 $4.5M Add +0.5%
ALB Albemarle Corp. 0.59% 24,907 $4.5M Reduce -2.3%
ESGD iShares Trust iShares ESG Aw 0.59% 46,183 $4.4M Reduce -0.1%
BA The Boeing Co. 0.56% 21,250 $4.2M Add +1.3%
EMLC Vaneck Vectors ETF TR JP Morgan MKTS filed as Mkt Vctrs J P Mrgn Em 0.55% 166,226 $4.2M Add +1.9%
C Citigroup Inc. 0.52% 34,376 $3.9M Add +0.5%
IJT iShares S&P Small-Cap 600 GR 0.51% 26,709 $3.9M Add +28.7%
JSI JH Securitized Income ETF 0.49% 72,200 $3.7M Add +3.7%
PFFD Global X US Preferred ETF 0.49% 201,465 $3.7M Add +4.0%
IXUS iShares Core Intl Stock ETF 0.47% 40,937 $3.5M Add +2.5%
QQQM Invesco Nasdaq 100 ETF 0.43% 13,600 $3.2M Reduce -58.1%
NEU Newmarket Corp. 0.43% 5,038 $3.2M Reduce -0.3%
ESGE iShares Inc. iShares ESG Awar 0.32% 52,708 $2.4M Add +0.2%
GOVT iShares US Treasury Bond ETF 0.31% 103,256 $2.4M Add +4.1%
MRK Merck & Co Inc 0.30% 18,891 $2.3M Add +4.6%
MKL Markel Group Inc. 0.28% 1,114 $2.1M Add +233.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 8,316 $2.0M Add +22.9%
STIP iShares 0-5 Year Tips Bond E 0.26% 19,183 $2.0M Add +48.9%
GE General Electric Company filed as GE AEROSPACE 0.26% 6,931 $2.0M No change
POWERSHARES 0.26% 3,406 $2.0M Reduce -1.3%
SHY iShares 1-3 Year Treasury Bo 0.25% 22,798 $1.9M Add +51.5%
VCSH Vanguard S/T Corp. Bond ETF 0.25% 23,721 $1.9M Add +51.6%
GS Goldman Sachs Group Inc. 0.25% 2,216 $1.9M New
ABBV Abbvie Inc. 0.20% 6,764 $1.5M Add +6.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.18% 16,679 $1.3M Reduce -0.0%
MMM 3M Co. 0.15% 8,000 $1.2M No change
NVDA Nvidia Corp. 0.15% 6,422 $1.1M Add +22.2%
ESML iShares ESG Aware MSCI USA S 0.14% 23,172 $1.1M Add +1.1%
D Dominion Energy Inc. 0.14% 17,527 $1.1M Add +11.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 21,680 $1.1M Reduce -42.8%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 2,176 $1.0M Add +11.1%
COP Conocophillips 0.13% 7,551 $997K Add +21.8%
KO The Coca-Cola Co. 0.13% 12,728 $968K Reduce -10.9%
NUE Nucor Corp. 0.13% 5,600 $947K No change
APH Amphenol Corp. Class A 0.13% 7,454 $942K Reduce -8.1%
MCD McDonald's Corp. 0.12% 2,883 $896K No change
IWV iShares Russell 3000 ETF 0.12% 2,344 $869K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.11% 11,305 $865K Add +28.5%
NSC Norfolk Southern Corp. 0.11% 2,989 $858K Add +99.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 8,690 $838K Reduce -1.7%
IJR iShares Core S&P Small-Cap E 0.10% 6,062 $754K Add +199.4%
AMGN Amgen Inc. 0.10% 2,114 $744K Add +0.2%
CVX Chevron Corp. 0.09% 3,423 $708K Add +4.0%
ABT Abbott Laboratories 0.09% 6,729 $691K Add +0.1%
XBI SS SPDR S&P Biotech ETF 0.09% 5,377 $687K No change
ISRG Intuitive Surgical Inc. 0.09% 1,487 $685K Add +0.5%
BRBS Blue Ridge Bankshares Inc. 0.09% 152,514 $641K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 6,786 $614K Add +19.8%
LOW Lowe's Cos Inc. 0.08% 2,596 $613K Add +70.1%
PSX Phillips 66 0.08% 3,302 $601K No change
AVGO Broadcom Inc. 0.08% 1,915 $593K Add +2.6%
PM Philip Morris International 0.08% 3,570 $590K Add +0.8%
ORCL Oracle Corp. 0.08% 4,000 $588K Reduce -20.5%
IJH iShares Core S&P Midcap ETF 0.08% 8,520 $575K Add +5.4%
WMS Advanced Drainage Systems Inc. 0.07% 4,012 $550K No change
MCO Moody's Corp. 0.07% 1,246 $544K Reduce -76.9%
AGG iShares Core U.S. Aggregate 0.07% 5,352 $531K Add +11.9%
KMI Kinder Morgan Inc. 0.06% 13,875 $465K New
MARTIN MARIETTA MATERIALS INC 0.06% 783 $461K No change
CME Cme Group Inc. 0.06% 1,556 $460K No change
TORTOISE ENERGY INFRASTRUCT 0.06% 8,625 $430K New
PG The Procter & Gamble Co. 0.06% 2,968 $429K No change
SBUX Starbucks Corp. 0.06% 4,734 $424K No change
MRVL Marvell Technology Group Ltd. 0.06% 4,251 $421K Add +23.7%
HSY The Hershey Co. 0.06% 2,013 $418K No change
BBJP JPMorgan Betabuilders Japan 0.05% 5,854 $403K No change
VT Vanguard Tot World STK ETF 0.05% 2,759 $382K Reduce -57.2%
SUSC iShares ESG Aware Usd Corpor 0.05% 15,519 $359K Reduce -39.7%
IEI iShares 3-7 Year Treasury Bo 0.05% 2,924 $347K Reduce -40.6%
TTWO Take-Two Interactive Softwre 0.05% 1,748 $345K No change
VRSK Verisk Analytics Inc. 0.05% 1,809 $343K Reduce -0.7%
TDG Transdigm Group Inc. 0.05% 296 $343K No change
IVV iShares Core S&P 500 ETF 0.05% 524 $342K No change
EPD Enterprise Products Partners 0.04% 8,300 $314K New
KMX Carmax Inc. 0.04% 7,300 $304K New
MSCI MSCI Inc. 0.04% 508 $274K No change
IBIT iShares Bitcoin Trust ETF 0.04% 7,083 $272K Add +23.5%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,038 $272K Reduce -0.9%
LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC 0.04% 1,000 $267K New
PFE Pfizer Inc. 0.03% 9,225 $259K Add +8.3%
NXPI NXP Semiconductors NV 0.03% 1,173 $231K Reduce -7.1%
VGT Vanguard Info Tech ETF 0.03% 328 $229K Add +10.1%
TSLA Tesla Inc. 0.03% 608 $226K Add +1.0%
DE Deere & Co. 0.03% 399 $225K New
HON Honeywell International Inc. 0.03% 976 $221K New
MO Altria Group Inc. 0.03% 3,164 $209K New
SCHW Schwab (charles) Corp. 0.03% 2,198 $207K New
ADI Analog Devices Inc. 0.03% 633 $201K New
MS Morgan Stanley 0.03% 1,216 $200K Reduce -7.9%

Portfolio Sells Q4 2025 → Q1 2026
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -6.2% 4.46% −0.92
IEMG iShares Core MSCI Emerging Reduce -42.2% 1.25% −0.85
QQQM Invesco Nasdaq 100 ETF Reduce -58.1% 0.43% −0.67
MA Mastercard Inc. Class A Sold out 0.00% −0.55
VWO Vanguard Ftse Emerging Marke Reduce -18.9% 1.57% −0.37
MCO Moody's Corp. Reduce -76.9% 0.07% −0.30
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -9.8% 3.05% −0.27
ESGU iShares ESG Aware MSCI USA Reduce -7.0% 1.60% −0.22
V Visa Inc. Class A Reduce -0.5% 0.80% −0.14
UNH Unitedhealth Group Inc. Reduce -0.2% 0.60% −0.14
BAC Bank of America Corp. Reduce -42.8% 0.14% −0.14
QUAL iShares MSCI USA Quality Fac Reduce -3.0% 1.28% −0.10
BAI Ishrs AI in and Tech Act ETF Reduce -5.1% 1.29% −0.09
JPM JPMorgan Chase & Co. Reduce -0.0% 0.90% −0.09
TFLO iShares Treasury Floating Ra Sold out 0.00% −0.09
EFIV SS SPDR S&P 500 ESG ETF Reduce -4.8% 0.81% −0.09
GOOGL Alphabet Inc. Class A Reduce -0.0% 0.86% −0.08
VT Vanguard Tot World STK ETF Reduce -57.2% 0.05% −0.07
ORCL Oracle Corp. Reduce -20.5% 0.08% −0.05
NEU Newmarket Corp. Reduce -0.3% 0.43% −0.04
BOND PIMCO Active Bond Exchange-T Sold out 0.00% −0.04
SUSC iShares ESG Aware Usd Corpor Reduce -39.7% 0.05% −0.03
IEI iShares 3-7 Year Treasury Bo Reduce -40.6% 0.05% −0.03
DIS The Walt Disney Co. Reduce -1.7% 0.11% −0.02
POWERSHARES Reduce -1.3% 0.26% −0.02
APH Amphenol Corp. Class A Reduce -8.1% 0.13% −0.02
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -0.0% 0.18% −0.01
VRSK Verisk Analytics Inc. Reduce -0.7% 0.05% −0.01
NXPI NXP Semiconductors NV Reduce -7.1% 0.03% −0.01
KO The Coca-Cola Co. Reduce -10.9% 0.13% −0.01
MS Morgan Stanley Reduce -7.9% 0.03% −0.00
ESGD iShares Trust iShares ESG Aw Reduce -0.1% 0.59% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.9% 0.04% 0.00
ALB Albemarle Corp. Reduce -2.3% 0.59% +0.11
GEV GE Vernova Inc. Reduce -0.1% 0.77% +0.19
GLW Corning Inc. Reduce -0.0% 0.84% +0.30

Portfolio Buys Q4 2025 → Q1 2026
AVEM Avantis Emerging Markets Eq New 1.53% +1.53
IEUR iShares Core MSCI Europe ETF Add +13.4% 4.78% +0.49
MDY SPDR S&P Midcap 400 Add +188.8% 0.71% +0.47
VTV Vanguard Mrngstr Val ETF-Aui Add +3.6% 8.24% +0.44
XOM Exxon Mobil Corp. Add +10.8% 1.04% +0.37
JMBS Janus Henderson Mortg Backed Add +18.6% 2.32% +0.33
VPL Vanguard Ftse Pacific ETF Add +11.4% 1.91% +0.31
CAT Caterpillar Inc. Add +4.1% 1.28% +0.28
GS Goldman Sachs Group Inc. New 0.25% +0.25
IPAC iShares Core MSCI Pacific Et Add +13.9% 1.50% +0.23
AAPL Apple Inc. Add +19.2% 2.25% +0.21
MKL Markel Group Inc. Add +233.5% 0.28% +0.19
JNJ Johnson & Johnson Add +12.3% 0.60% +0.14
IJS iShares S&P Small-Cap 600 Va Add +25.1% 0.63% +0.14
IJT iShares S&P Small-Cap 600 GR Add +28.7% 0.51% +0.12
STIP iShares 0-5 Year Tips Bond E Add +48.9% 0.26% +0.09
SHY iShares 1-3 Year Treasury Bo Add +51.5% 0.25% +0.08
VCSH Vanguard S/T Corp. Bond ETF Add +51.6% 0.25% +0.08
JAAA Janus Henderson Aaa Clo ETF Add +8.6% 1.18% +0.08
IJK iShares S&P Mid-Cap 400 Grow Add +2.6% 1.31% +0.07
IJR iShares Core S&P Small-Cap E Add +199.4% 0.10% +0.07
KMI Kinder Morgan Inc. New 0.06% +0.06
TORTOISE ENERGY INFRASTRUCT New 0.06% +0.06
IEF iShares 7-10 Year Treasury B Add +2.8% 4.37% +0.06
NSC Norfolk Southern Corp. Add +99.3% 0.11% +0.06
COP Conocophillips Add +21.8% 0.13% +0.05
MRK Merck & Co Inc Add +4.6% 0.30% +0.05
USIG iShares Broad Usd Investment Add +3.5% 2.90% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +7.1% 3.34% +0.05
EPD Enterprise Products Partners New 0.04% +0.04
VGK Vanguard Ftse Europe ETF Add +8.6% 0.68% +0.04
KMX Carmax Inc. New 0.04% +0.04
IVE iShares S&P 500 Value ETF Add +3.0% 2.13% +0.04
LH Laboratory CRP of Amer Hldgs New 0.04% +0.04
IJJ iShares S&P Mid-Cap 400 Valu Add +2.6% 1.35% +0.03
LOW Lowe's Cos Inc. Add +70.1% 0.08% +0.03
DE Deere & Co. New 0.03% +0.03
HON Honeywell International Inc. New 0.03% +0.03
MO Altria Group Inc. New 0.03% +0.03
SCHW Schwab (charles) Corp. New 0.03% +0.03
CVX Chevron Corp. Add +4.0% 0.09% +0.03
ADI Analog Devices Inc. New 0.03% +0.03
D Dominion Energy Inc. Add +11.6% 0.14% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +28.5% 0.11% +0.02
IXUS iShares Core Intl Stock ETF Add +2.5% 0.47% +0.02
NVDA Nvidia Corp. Add +22.2% 0.15% +0.02
MRVL Marvell Technology Group Ltd. Add +23.7% 0.06% +0.02
IEFA iShares Core MSCI Eafe ETF Add +19.8% 0.08% +0.01
BBCA J P Morgan Exchange-Traded F Add +1.3% 0.76% +0.01
JSI JH Securitized Income ETF Add +3.7% 0.49% +0.01

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