Blue Edge Capital, LLC ETF holdings
Richmond, VA
Reported $631.6M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$631.6M
ETFs held
58
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
75.8%
of $832.8M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $75.8M | 879,889 | New position |
| VTV | Vanguard Morningstar Value ETF | $68.8M | 315,681 | New position |
| IVW | iShares S&P 500 Growth ETF | $40.8M | 296,902 | New position |
| IEUR | iShares Core MSCI Europe ETF | $36.2M | 481,757 | New position |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $36.0M | 409,912 | New position |
| SPY | State Street SPDR S&P 500 ETF Trust | $27.0M | 36,103 | New position |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $26.0M | 158,930 | New position |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | $21.9M | 426,139 | New position |
| TIP | iShares TIPS Bond ETF | $21.5M | 196,373 | New position |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $17.5M | 387,864 | New position |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001599620. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Blue Edge Capital, LLC own?
Blue Edge Capital, LLC reported 58 ETF positions worth $631.6M in its Form 13F for June 30, 2026. The largest was VUG, at $75.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.