Blue Edge Capital, LLC
CIK 1599620 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- VUG9.65%
- VTV7.93%
- MGK5.46%
- IVW4.63%
- IEF4.41%
- IEUR3.99%
- SPY3.39%
- MGV3.22%
- USIG2.82%
- IEMG2.09%
Share classes counted separately47.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JAAAWeight decreased · -0.84 pp1.91% → 1.07%Shares -105.23K (-41.60%)
- IEURWeight decreased · -0.60 pp4.59% → 3.99%Shares -54.37K (-11.65%)
- MGKWeight increased · +0.59 pp4.87% → 5.46%Shares +5.93K (+6.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUI View history and evidence | $67.91M | 9.65% | 141.60K shares | 9.96% → 9.65%-0.31 pp -11.12K (-7.28%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUI View history and evidence | $55.82M | 7.93% | 299.32K shares | 8.08% → 7.93%-0.15 pp -8.13K (-2.64%) | Reduced | ↗▾ |
| 03 | MGKVNGRD MRGSTR MG CP GR ETF-UI View history and evidence | $38.40M | 5.46% | 95.43K shares | 4.87% → 5.46%+0.59 pp +5.93K (+6.62%) | Added | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETF View history and evidence | $32.57M | 4.63% | 269.80K shares | 4.31% → 4.63%+0.32 pp +6.72K (+2.56%) | Added | ↗▾ |
| 05 | IEFISHARES 7-10 YEAR TREASURY B View history and evidence | $31.07M | 4.41% | 322.13K shares | 4.58% → 4.41%-0.17 pp +611 (+0.19%) | Added | ↗▾ |
| 06 | IEURISHARES CORE MSCI EUROPE ETF View history and evidence | $28.09M | 3.99% | 412.29K shares | 4.59% → 3.99%-0.60 pp -54.37K (-11.65%) | Reduced | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-US View history and evidence | $23.85M | 3.39% | 35.80K shares | 3.41% → 3.39%-0.02 pp -1.33K (-3.59%) | Reduced | ↗▾ |
| 08 | MGVVNGRD MRGSTR MG CP VL ETF-UI View history and evidence | $22.69M | 3.22% | 164.76K shares | 3.27% → 3.22%-0.05 pp -3.06K (-1.82%) | Reduced | ↗▾ |
| 09 | USIGISHARES BROAD USD INVESTMENT View history and evidence | $19.84M | 2.82% | 379.91K shares | 2.71% → 2.82%+0.11 pp +25.91K (+7.32%) | Added | ↗▾ |
| 10 | IEMGISHARES CORE MSCI EMERGING View history and evidence | $14.74M | 2.09% | 223.58K shares | 1.62% → 2.09%+0.47 pp +41.67K (+22.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | -41,810 | -$4.15M | SEC filing ↗ | SEC filing ↗ |
| LEMB ISHARES JP MORGAN EM LOCAL C | Non-derivative | -73,929 | -$2.99M | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -10,426 | -$2.13M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1599620 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 703926174
}Research all 122 reported holdings.
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