Q2 2026 13F · SEC CIK 1599620

Blue Edge Capital, LLC

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $832.8M
Reported positions: 137
Top holdings a year, 3 yrs: +15.4%
Assets under management: $765.1M

Blue Edge Capital, LLC is a wealth manager that reported 137 positions worth $832.8M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Vanguard Index Fds (VUG, 9.1%), Vanguard Index Fds (VTV, 8.3%), Ishares Tr (IVW, 4.9%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Blue Edge Capital, LLC holdings largest 50 of 137 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blue Edge Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	9.1%	8.5%	879,889	+497.2%	$75.8M
VTVVanguard Index Fds	8.3%	8.2%	315,681	-0.2%	$68.8M
IVWIshares Tr	4.9%	4.4%	296,902	+0.6%	$40.8M
IEURIshares Core Msci Europeetf	4.3%	4.8%	481,757	-6.0%	$36.2M
MGKVanguard World Fd	4.3%	4.5%	409,912	+348.5%	$36.0M
SPYState Str Spdr S&p 500 ETF T	3.2%	3.3%	36,103	-6.7%	$27.0M
MGVVanguard World Fd	3.1%	3.1%	158,930	+0.2%	$26.0M
USIGIshares Tr	2.6%	2.9%	426,139	-0.0%	$21.9M
TIPIshares Tr	2.6%	—	196,373	—	$21.5M
AAPLApple Inc	2.3%	2.2%	65,501	-1.7%	$19.0M
JMBSJanus Detroit Str Tr	2.1%	2.3%	387,864	+0.4%	$17.5M
IVEIshares Tr	2.1%	2.1%	76,736	+0.8%	$17.4M
AVEMAmerican Centy ETF Tr	2.1%	1.5%	178,396	+24.4%	$17.2M
JAAAJanus Detroit Str Tr	2.0%	1.2%	332,555	+88.7%	$16.8M
VPLVanguard Intl Equity Index F	2.0%	1.9%	142,212	-3.3%	$16.5M
BAIBlackrock ETF Trust	1.8%	1.3%	289,873	-1.8%	$15.3M
CATCaterpillar Inc	1.7%	1.3%	13,179	-3.5%	$14.0M
ESGUIshares Tr	1.6%	1.6%	83,906	-1.2%	$13.7M
VWOVanguard Intl Equity Index F	1.5%	1.6%	214,497	-1.7%	$12.8M
IPACIshares Tr	1.5%	1.5%	148,371	+0.5%	$12.2M
AMZNAmazon Com Inc	1.4%	1.5%	49,262	-7.3%	$11.7M
IJKIshares S&p Mid Cap 400 Growth	1.4%	1.3%	99,403	+1.2%	$11.7M
IEMGIshares Inc	1.4%	1.3%	139,794	+3.3%	$11.6M
IJJIshares Tr	1.4%	1.3%	77,483	+1.3%	$11.4M
QUALIshares Tr	1.3%	1.3%	50,304	+0.1%	$11.0M
DYNFBlackrock ETF Trust	1.3%	1.3%	161,885	-1.1%	$11.0M
GOOGAlphabet Inc	1.2%	1.0%	28,295	+11.5%	$10.0M
MSFTMicrosoft Corp	1.0%	1.1%	22,682	-0.6%	$8.5M
GLWCorning Inc	1.0%	0.8%	32,095	-31.2%	$8.2M
IJTIshares Tr	1.0%	—	44,864	—	$8.0M
IJSIshares Tr	1.0%	0.6%	58,297	+46.6%	$8.0M
GEVGe Vernova Inc	0.9%	0.8%	6,617	-0.5%	$7.8M
JPMJpmorgan Chase & Co	0.9%	0.9%	22,972	-0.4%	$7.5M
GOOGLAlphabet Inc	0.9%	0.9%	20,724	-8.2%	$7.4M
EFIVSpdr Series Trust	0.8%	0.8%	96,463	+0.1%	$7.0M
VVisa Inc	0.8%	0.8%	19,991	+0.0%	$6.9M
UNHUnitedhealth Group Inc	0.8%	0.6%	16,489	-1.8%	$6.9M
JSIJanus Detroit Str Tr	0.8%	—	132,590	—	$6.8M
BBCAJPMorgan BetaBuilders Canada E	0.7%	0.8%	60,269	-0.9%	$6.0M
METAMeta Platforms Inc	0.7%	0.8%	10,118	-2.1%	$5.7M
HDHome Depot Inc	0.7%	0.7%	15,949	-0.4%	$5.6M
595635103SPDR S&P Midcap 400	0.6%	0.7%	7,029	-18.4%	$4.9M
030231G10Exxon Mobil Corp	0.6%	—	35,193	—	$4.8M
CCitigroup Inc	0.6%	—	34,376	—	$4.8M
BABoeing Co	0.6%	0.6%	21,250	+0.0%	$4.6M
ESGDiShares ESG Aware MSCI EAFE ETF	0.5%	0.6%	44,064	-4.6%	$4.5M
BLKBlackRock, Inc.	0.5%	0.6%	4,709	+0.0%	$4.5M
VGKVanguard Ftse Europe ETF	0.5%	0.7%	48,488	-22.1%	$4.3M
92189F494Mkt Vctrs J P Mrgn Em	0.5%	0.6%	162,650	-2.2%	$4.2M
IXUSIshares Tr	0.5%	—	40,950	—	$3.9M

What Blue Edge Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+497.2% shares
MGK Vanguard World Fd+348.5% shares
JAAA Janus Detroit Str Tr+88.7% shares
IJS Ishares Tr+46.6% shares
AVEM American Centy ETF Tr+24.4% shares
GOOG Alphabet Inc+11.5% shares

Reduced

GLW Corning Inc-31.2% shares
VGK Vanguard Ftse Europe ETF-22.1% shares
SPDR S&P Midcap 400-18.4% shares
GOOGL Alphabet Inc-8.2% shares
AMZN Amazon Com Inc-7.3% shares
SPY State Str Spdr S&p 500 ETF T-6.7% shares
IEUR Ishares Core Msci Europeetf-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.6% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$832.8M	137
Q1 2026	$752.9M	134
Q4 2025	$747.4M	125
Q3 2025	$703.9M	122
Q2 2025	$672.5M	115
Q1 2025	$622.7M	109
Q4 2024	$635.8M	110
Q3 2024	$641.9M	111
Q2 2024	$604.3M	110
Q1 2024	$597.9M	110
Q4 2023	$530.6M	102
Q3 2023	$477.1M	100

Questions about Blue Edge Capital, LLC's portfolio

What stocks does Blue Edge Capital, LLC own?

Blue Edge Capital, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 137 positions worth $832.8M. The largest are Vanguard Index Fds (VUG) at 9.1%, Vanguard Index Fds (VTV) at 8.3%, Ishares Tr (IVW) at 4.9%, Ishares Core Msci Europeetf (IEUR) at 4.3% and Vanguard World Fd (MGK) at 4.3%.

What did Blue Edge Capital, LLC buy last quarter?

In Q2 2026, Blue Edge Capital, LLC added Vanguard Index Fds (VUG) (+497.2% shares), Vanguard World Fd (MGK) (+348.5% shares) and Janus Detroit Str Tr (JAAA) (+88.7% shares), compared with its Q1 2026 filing.

What did Blue Edge Capital, LLC sell last quarter?

In Q2 2026, Blue Edge Capital, LLC cut from its top 50 Ishares Tr (IEF), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Index Fds (VOO), cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 Johnson & Johnson (JNJ), Corning Inc (GLW) (-31.2% shares), Vanguard Ftse Europe ETF (VGK) (-22.1% shares) and SPDR S&P Midcap 400 (-18.4% shares), compared with its Q1 2026 filing.

How has Blue Edge Capital, LLC's portfolio performed?

A portfolio copying Blue Edge Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.6% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Blue Edge Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blue Edge Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Blue Edge Capital, LLC manage?

Blue Edge Capital, LLC reported $765.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $832.8M.