Blue Edge Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Blue Edge Capital, LLC reported 137 stock positions worth $832.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.3%) and iShares S&P 500 Growth ETF (IVW, 4.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 33 and reduced 67. The biggest buy was a new position in iShares Tips Bond ETF (TIP) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −97%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$832.8M (Q2 2026)
SEC Filing
0001599620-26-000003 ↗ filed Aug 17, 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 Q1 2026 Q2 2026: $832.8M $832.8M Q2 2026

Holdings 137 stocks · $832.8M
VUG Vanguard Mrngstar GR ETF-Sui 9.10% 879,889 $75.8M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 8.26% 315,681 $68.8M Reduce -0.2%
IVW iShares S&P 500 Growth ETF 4.90% 296,902 $40.8M Add +0.6%
IEUR iShares Core MSCI Europe ETF 4.35% 481,757 $36.2M Reduce -6.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.33% 409,912 $36.0M Reduce -10.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.24% 36,103 $27.0M Reduce -6.7%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.12% 158,930 $26.0M Add +0.2%
USIG iShares Broad Usd Investment 2.62% 426,139 $21.9M Reduce -0.0%
TIP iShares Tips Bond ETF 2.58% 196,373 $21.5M New
AAPL Apple Inc. 2.28% 65,501 $19.0M Reduce -1.7%
JMBS Janus Henderson Mortg Backed 2.10% 387,864 $17.5M Add +0.4%
IVE iShares S&P 500 Value ETF 2.09% 76,736 $17.4M Add +0.8%
AVEM Avantis Emerging Markets Eq 2.07% 178,396 $17.2M Add +24.4%
JAAA Janus Henderson Aaa Clo ETF 2.02% 332,555 $16.8M Add +88.7%
VPL Vanguard Ftse Pacific ETF 1.98% 142,212 $16.5M Reduce -3.3%
BAI Ishrs AI in and Tech Act ETF 1.84% 289,873 $15.3M Reduce -1.8%
CAT Caterpillar Inc. 1.69% 13,179 $14.0M Reduce -3.5%
ESGU iShares ESG Aware MSCI USA 1.65% 83,906 $13.7M Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 1.54% 214,497 $12.8M Reduce -1.7%
IPAC iShares Core MSCI Pacific Et 1.46% 148,371 $12.2M Add +0.5%
AMZN Amazon.com Inc. 1.41% 49,262 $11.7M Reduce -7.3%
IJK iShares S&P Mid-Cap 400 Grow 1.40% 99,403 $11.7M Add +1.2%
IEMG iShares Core MSCI Emerging 1.39% 139,794 $11.6M Add +3.3%
IJJ iShares S&P Mid-Cap 400 Valu 1.37% 77,483 $11.4M Add +1.3%
QUAL iShares MSCI USA Quality Fac 1.33% 50,304 $11.0M Add +0.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.32% 161,885 $11.0M Reduce -1.1%
GOOG Alphabet Inc. Class C 1.20% 28,295 $10.0M Add +11.5%
MSFT Microsoft Corp. 1.02% 22,682 $8.5M Reduce -0.6%
GLW Corning Inc. 0.98% 32,095 $8.2M Reduce -31.2%
IJT iShares S&P Small-Cap 600 GR 0.96% 44,864 $8.0M Add +68.0%
IJS iShares S&P Small-Cap 600 Va 0.96% 58,297 $8.0M Add +46.5%
GEV GE Vernova Inc. 0.93% 6,617 $7.8M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.90% 22,972 $7.5M Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.89% 20,724 $7.4M Reduce -8.2%
EFIV SS SPDR S&P 500 ESG ETF 0.84% 96,463 $7.0M Add +0.1%
V Visa Inc. Class A 0.82% 19,991 $6.9M No change
UNH Unitedhealth Group Inc. 0.82% 16,489 $6.9M Reduce -1.8%
JSI JH Securitized Income ETF 0.82% 132,590 $6.8M Add +83.6%
BBCA J P Morgan Exchange-Traded F 0.72% 60,269 $6.0M Reduce -0.9%
META Meta Platforms Inc. Class A 0.68% 10,118 $5.7M Reduce -2.1%
HD Home Depot Inc. 0.68% 15,949 $5.6M Reduce -0.4%
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.59% 7,029 $4.9M Reduce -18.4%
Exxon Mobil Corp 0.58% 35,193 $4.8M New
C Citigroup Inc. 0.58% 34,376 $4.8M No change
BA The Boeing Co. 0.55% 21,250 $4.6M No change
ESGD iShares Trust iShares ESG Aw 0.54% 44,064 $4.5M Reduce -4.6%
BLK BlackRock Finance Inc. 0.54% 4,709 $4.5M No change
VGK Vanguard Ftse Europe ETF 0.52% 48,488 $4.3M Reduce -22.1%
EMLC Vaneck Vectors ETF TR JP Morgan MKTS filed as EMLC 0.50% 162,650 $4.2M Reduce -2.1%
IXUS iShares Core Intl Stock ETF 0.47% 40,950 $3.9M Add +0.0%
MKL Markel Group Inc. 0.47% 1,997 $3.9M Add +79.3%
JNJ Johnson & Johnson 0.46% 15,069 $3.8M Reduce -18.7%
IJR iShares Core S&P Small-Cap E 0.38% 21,557 $3.2M Add +255.6%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 1,038 $3.1M No change
ESGE iShares Inc. iShares ESG Awar 0.37% 55,892 $3.1M Add +6.0%
POWERSHARES 0.30% 3,411 $2.5M Add +0.1%
STIP iShares 0-5 Year Tips Bond E 0.29% 23,788 $2.4M Add +24.0%
QQQM Invesco Nasdaq 100 ETF 0.28% 7,778 $2.4M Reduce -42.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 8,340 $2.3M Add +0.3%
GE General Electric Company filed as GE Aerospace 0.28% 6,250 $2.3M Reduce -9.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.27% 25,911 $2.3M Add +129.2%
GOVT iShares US Treasury Bond ETF 0.27% 99,822 $2.3M Reduce -3.3%
GS Goldman Sachs Group Inc. 0.27% 2,195 $2.2M Reduce -0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.26% 27,507 $2.2M Add +16.0%
SHY iShares 1-3 Year Treasury Bo 0.26% 264,332 $2.2M Add +1059.5%
PFF iShares Preferred & Income S 0.25% 67,832 $2.1M New
ESML iShares ESG Aware MSCI USA S 0.19% 27,866 $1.6M Add +20.3%
NEU Newmarket Corp. 0.18% 1,938 $1.5M Reduce -61.5%
CSPF C&S Pref & Income Active ETF 0.18% 58,512 $1.5M New
SPTM SS SPDR P S&P 1500 Comp ETF 0.18% 16,679 $1.5M No change
MRK Merck & Co Inc 0.18% 11,499 $1.5M Reduce -39.1%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 2,635 $1.3M Add +21.1%
MMM 3M Co. 0.16% 8,000 $1.3M No change
NVDA Nvidia Corp. 0.15% 6,177 $1.2M Reduce -3.8%
APH Amphenol Corp. Class A 0.15% 7,000 $1.2M Reduce -6.1%
ALB Albemarle Corp. 0.14% 8,892 $1.2M Reduce -64.3%
ABBV Abbvie Inc. 0.14% 4,709 $1.2M Reduce -30.4%
MRVL Marvell Technology Group Ltd. 0.14% 3,911 $1.2M Reduce -8.0%
D Dominion Energy Inc. 0.13% 15,623 $1.1M Reduce -10.9%
IJH iShares Core S&P Midcap ETF 0.13% 13,572 $1.0M Add +59.3%
IWV iShares Russell 3000 ETF 0.12% 2,344 $999K No change
IEF iShares 7-10 Year Treasury B 0.12% 10,144 $959K Reduce -97.0%
VOO Vanguard S&P 500 ETF 0.11% 1,373 $943K Reduce -86.1%
KO The Coca-Cola Co. 0.11% 11,528 $937K Reduce -9.4%
NSC Norfolk Southern Corp. 0.11% 2,819 $887K Reduce -5.7%
XBI SS SPDR S&P Biotech ETF 0.10% 5,377 $851K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 8,513 $822K Add +25.4%
MCD McDonald's Corp. 0.09% 2,820 $762K Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 7,770 $748K Reduce -10.6%
AVGO Broadcom Inc. 0.09% 1,895 $716K Reduce -1.0%
WMS Advanced Drainage Systems Inc. 0.08% 4,012 $630K No change
AGG iShares Core U.S. Aggregate 0.07% 6,302 $624K Add +17.8%
AMGN Amgen Inc. 0.07% 1,714 $621K Reduce -18.9%
PM Philip Morris International 0.07% 3,400 $615K Reduce -4.8%
LOW Lowe's Cos Inc. 0.07% 2,596 $572K No change
CVX Chevron Corp. 0.07% 3,423 $567K No change
VTI VG Morningstar TS MKT ETF-US 0.07% 1,491 $551K Reduce -90.2%
BRBS Blue Ridge Bankshares Inc. 0.06% 152,514 $538K No change
MCO Moody's Corp. 0.06% 1,135 $514K Reduce -8.9%
ISRG Intuitive Surgical Inc. 0.06% 1,221 $486K Reduce -17.9%
SBUX Starbucks Corp. 0.06% 4,734 $484K No change
BN Brookfield Corp. 0.06% 11,250 $479K New
MARTIN MARIETTA MATERIALS INC 0.05% 783 $452K No change
VT Vanguard Tot World STK ETF 0.05% 2,834 $445K Add +2.7%
KMI Kinder Morgan Inc. 0.05% 13,875 $444K No change
BBJP JPMorgan Betabuilders Japan 0.05% 5,854 $441K No change
ORCL Oracle Corp. 0.05% 3,000 $440K Reduce -25.0%
TTWO Take-Two Interactive Softwre 0.05% 1,748 $437K No change
PG The Procter & Gamble Co. 0.05% 2,858 $419K Reduce -3.7%
PSX Phillips 66 0.05% 2,423 $410K Reduce -26.6%
TDG Transdigm Group Inc. 0.05% 296 $394K No change
IVV iShares Core S&P 500 ETF 0.05% 524 $392K No change
ABT Abbott Laboratories 0.05% 4,205 $382K Reduce -37.5%
SUSC iShares ESG Aware Usd Corpor 0.04% 15,565 $360K Add +0.3%
HSY The Hershey Co. 0.04% 2,013 $353K No change
KMX Carmax Inc. 0.04% 6,550 $346K Reduce -10.3%
CME Cme Group Inc. 0.04% 1,556 $344K No change
IEI iShares 3-7 Year Treasury Bo 0.04% 2,921 $343K Reduce -0.1%
JMSB John Marshall Bancorp Inc. 0.04% 15,500 $338K New
NXPI NXP Semiconductors NV 0.04% 1,173 $330K No change
VRSK Verisk Analytics Inc. 0.04% 1,809 $325K No change
NUE Nucor Corp. 0.04% 1,400 $312K Reduce -75.0%
BAC Bank of America Corp. 0.04% 5,380 $307K Reduce -75.2%
VGT Vanguard Info Tech ETF 0.03% 2,400 $287K Reduce -8.5%
MSCI MSCI Inc. 0.03% 508 $285K No change
RLGT Radiant Logistics Inc. 0.03% 30,000 $284K New
ADI Analog Devices Inc. 0.03% 633 $251K No change
TORTOISE ENERGY INFRASTRUCT 0.03% 5,750 $247K Reduce -33.3%
XLK SS Technology Select Sector 0.03% 1,224 $233K New
TSLA Tesla Inc. 0.03% 552 $232K Reduce -9.2%
MO Altria Group Inc. 0.03% 3,164 $228K No change
EPD Enterprise Products Partners 0.03% 6,000 $221K Reduce -27.7%
LH Laboratory CRP of Amer Hldgs filed as LABCORP HOLDINGS INC. 0.03% 750 $210K Reduce -25.0%
PFE Pfizer Inc. 0.03% 8,654 $208K Reduce -6.2%
ALL Allstate Corp. 0.02% 857 $204K New
SCHW Schwab (charles) Corp. 0.02% 2,198 $203K No change
MS Morgan Stanley 0.02% 959 $200K Reduce -21.1%

Portfolio Sells Q1 2026 → Q2 2026
IEF iShares 7-10 Year Treasury B Reduce -97.0% 0.12% −4.25
XOM Exxon Mobil Corp. Sold out 0.00% −1.04
VOO Vanguard S&P 500 ETF Reduce -86.1% 0.11% −0.67
VTI VG Morningstar TS MKT ETF-US Reduce -90.2% 0.07% −0.58
PFFD Global X US Preferred ETF Sold out 0.00% −0.49
ALB Albemarle Corp. Reduce -64.3% 0.14% −0.45
IEUR iShares Core MSCI Europe ETF Reduce -6.0% 4.35% −0.43
USIG iShares Broad Usd Investment Reduce -0.0% 2.62% −0.28
NEU Newmarket Corp. Reduce -61.5% 0.18% −0.24
VGK Vanguard Ftse Europe ETF Reduce -22.1% 0.52% −0.17
QQQM Invesco Nasdaq 100 ETF Reduce -42.8% 0.28% −0.15
JNJ Johnson & Johnson Reduce -18.7% 0.46% −0.14
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -10.3% 4.33% −0.13
COP Conocophillips Sold out 0.00% −0.13
MRK Merck & Co Inc Reduce -39.1% 0.18% −0.12
MDY SPDR S&P Midcap 400 Reduce -18.4% 0.59% −0.11
MSFT Microsoft Corp. Reduce -0.6% 1.02% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.7% 3.24% −0.10
BAC Bank of America Corp. Reduce -75.2% 0.04% −0.10
META Meta Platforms Inc. Class A Reduce -2.1% 0.68% −0.10
NUE Nucor Corp. Reduce -75.0% 0.04% −0.09
AMZN Amazon.com Inc. Reduce -7.3% 1.41% −0.06
EMLC Vaneck Vectors ETF TR JP Morgan MKTS Reduce -2.1% 0.50% −0.06
ABBV Abbvie Inc. Reduce -30.4% 0.14% −0.05
ABT Abbott Laboratories Reduce -37.5% 0.05% −0.05
ESGD iShares Trust iShares ESG Aw Reduce -4.6% 0.54% −0.04
GOVT iShares US Treasury Bond ETF Reduce -3.3% 0.27% −0.04
BBCA J P Morgan Exchange-Traded F Reduce -0.9% 0.72% −0.04
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.04
ISRG Intuitive Surgical Inc. Reduce -17.9% 0.06% −0.03
PSX Phillips 66 Reduce -26.6% 0.05% −0.03
DE Deere & Co. Sold out 0.00% −0.03
HON Honeywell International Inc. Sold out 0.00% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -1.7% 1.54% −0.03
MCD McDonald's Corp. Reduce -2.2% 0.09% −0.03
TORTOISE ENERGY INFRASTRUCT Reduce -33.3% 0.03% −0.03
ORCL Oracle Corp. Reduce -25.0% 0.05% −0.03
AMGN Amgen Inc. Reduce -18.9% 0.07% −0.02
HD Home Depot Inc. Reduce -0.4% 0.68% −0.02
DIS The Walt Disney Co. Reduce -10.6% 0.09% −0.02
KO The Coca-Cola Co. Reduce -9.4% 0.11% −0.02
D Dominion Energy Inc. Reduce -10.9% 0.13% −0.02
EPD Enterprise Products Partners Reduce -27.7% 0.03% −0.02
MCO Moody's Corp. Reduce -8.9% 0.06% −0.01
LH Laboratory CRP of Amer Hldgs Reduce -25.0% 0.03% −0.01
PFE Pfizer Inc. Reduce -6.2% 0.03% −0.01
NSC Norfolk Southern Corp. Reduce -5.7% 0.11% −0.01
PG The Procter & Gamble Co. Reduce -3.7% 0.05% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -0.1% 0.04% −0.00
PM Philip Morris International Reduce -4.8% 0.07% −0.00

Portfolio Buys Q1 2026 → Q2 2026
TIP iShares Tips Bond ETF New 2.58% +2.58
JAAA Janus Henderson Aaa Clo ETF Add +88.7% 2.02% +0.84
Exxon Mobil Corp New 0.58% +0.58
AVEM Avantis Emerging Markets Eq Add +24.4% 2.07% +0.53
IVW iShares S&P 500 Growth ETF Add +0.6% 4.90% +0.47
IJT iShares S&P Small-Cap 600 GR Add +68.0% 0.96% +0.45
IJS iShares S&P Small-Cap 600 Va Add +46.5% 0.96% +0.33
JSI JH Securitized Income ETF Add +83.6% 0.82% +0.32
IJR iShares Core S&P Small-Cap E Add +255.6% 0.38% +0.28
PFF iShares Preferred & Income S New 0.25% +0.25
GOOG Alphabet Inc. Class C Add +11.5% 1.20% +0.23
MKL Markel Group Inc. Add +79.3% 0.47% +0.19
CSPF C&S Pref & Income Active ETF New 0.18% +0.18
SPYM Ste STR SPDR PT S&P 500 ETF Add +129.2% 0.27% +0.16
IEMG iShares Core MSCI Emerging Add +3.3% 1.39% +0.14
IJK iShares S&P Mid-Cap 400 Grow Add +1.2% 1.40% +0.09
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.2% 3.12% +0.07
BN Brookfield Corp. New 0.06% +0.06
IJH iShares Core S&P Midcap ETF Add +59.3% 0.13% +0.05
ESGE iShares Inc. iShares ESG Awar Add +6.0% 0.37% +0.05
QUAL iShares MSCI USA Quality Fac Add +0.1% 1.33% +0.04
ESML iShares ESG Aware MSCI USA S Add +20.3% 0.19% +0.04
JMSB John Marshall Bancorp Inc. New 0.04% +0.04
POWERSHARES Add +0.1% 0.30% +0.04
EFIV SS SPDR S&P 500 ESG ETF Add +0.1% 0.84% +0.04
RLGT Radiant Logistics Inc. New 0.03% +0.03
IJJ iShares S&P Mid-Cap 400 Valu Add +1.3% 1.37% +0.03
STIP iShares 0-5 Year Tips Bond E Add +24.0% 0.29% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
ALL Allstate Corp. New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +21.1% 0.16% +0.02
IEFA iShares Core MSCI Eafe ETF Add +25.4% 0.10% +0.02
IBM Intl Business Machines Corp. Add +0.3% 0.28% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +16.0% 0.26% +0.01
SHY iShares 1-3 Year Treasury Bo Add +1059.5% 0.26% +0.01
AGG iShares Core U.S. Aggregate Add +17.8% 0.07% +0.00
VT Vanguard Tot World STK ETF Add +2.7% 0.05% +0.00
IXUS iShares Core Intl Stock ETF Add +0.0% 0.47% −0.00
SUSC iShares ESG Aware Usd Corpor Add +0.3% 0.04% −0.00
IPAC iShares Core MSCI Pacific Et Add +0.5% 1.46% −0.04
IVE iShares S&P 500 Value ETF Add +0.8% 2.09% −0.04
JMBS Janus Henderson Mortg Backed Add +0.4% 2.10% −0.22

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