Blue Edge Capital
Latest statistics and disclosures from Blue Edge Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IEI, VGK, VWO, and represent 31.73% of Blue Edge Capital's stock portfolio.
- Added to shares of these 10 stocks: VIG (+$7.86M), LQD (+$6.56M), VGSH, AMZN, ESGU, IVW, AAPL, SPY, MSFT, UNH.
- Started 8 new stock positions in LQD, ORCL, MKL, ACWX, VGSH, VIG, WBA, AMGN.
- Reduced shares in these 10 stocks: VCSH (-$6.29M), VTV, MGV, IVE, , VGK, VWO, VPL, VO, USFR.
- Sold out of its positions in BRK.B, GUNR, EWC, IVE, AAXJ, MGV, VO, USFR.
- Blue Edge Capital was a net buyer of stock by $15.45M.
- Blue Edge Capital has $276.30M in assets under management (AUM), dropping by -12.67%.
Portfolio Holdings for Blue Edge Capital
Companies in the Blue Edge Capital portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Vanguard Growth ETF (VUG) | 10.34 | 182.41k | 156.69 | |
| Vanguard Value ETF (VTV) | 6.91 | 214.48k | -16% | 89.06 |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 5.31 | 110.10k | +3% | 133.34 |
| Vanguard European ETF (VGK) | 4.60 | 293.50k | -7% | 43.28 |
| Vanguard Emerging Markets ETF (VWO) | 4.56 | 375.87k | -7% | 33.55 |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 4.15 | 90.33k | 127.08 | |
| Vanguard Pacific ETF (VPL) | 3.41 | 170.69k | -7% | 55.16 |
| *wisdomtreetrusdiv.. (DGRW) | 3.07 | 217.82k | -3% | 38.91 |
| Vanguard Dividend Appreciation ETF (VIG) | 2.85 | 76.04k | NEW | 103.39 |
| Amazon (AMZN) | 2.39 | 3.39k | +26% | 1949.72 |
| iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) | 2.38 | 53.14k | NEW | 123.51 |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 2.26 | 79.07k | -50% | 79.10 |
| iShares S&P MidCap 400 Growth (IJK) | 2.10 | 32.59k | +4% | 178.46 |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 1.90 | 31.31k | +2% | 167.61 |
| iShares S&P SmallCap 600 Growth (IJT) | 1.81 | 36.20k | +3% | 137.86 |
| Apple (AAPL) | 1.80 | 19.56k | +22% | 254.29 |
| Ishares Tr core msci euro (IEUR) | 1.78 | 132.62k | 37.08 | |
| SPDR S&P 500 ETF (SPY) | 1.59 | 16.99k | +23% | 257.74 |
| iShares S&P MidCap 400 Value Index (IJJ) | 1.44 | 36.37k | +8% | 109.75 |
| Pgx etf (PGX) | 1.44 | 303.02k | 13.16 | |
| iShares S&P 500 Growth Index (IVW) | 1.41 | 23.52k | +38% | 165.05 |
| Jpm Em Local Currency Bond Etf | 1.20 | 116.24k | -6% | 28.47 |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 1.20 | 73.77k | -6% | 44.83 |
| Jpmorgan Exchange Traded Fd Betabuldrs Cda (BBCA) | 1.18 | 170.81k | 19.01 | |
| Microsoft Corporation (MSFT) | 1.15 | 20.11k | +33% | 157.71 |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 1.15 | 50.75k | NEW | 62.34 |
| UnitedHealth (UNH) | 1.11 | 12.30k | +34% | 249.38 |
| NewMarket Corporation (NEU) | 1.09 | 7.89k | 382.87 | |
| Visa (V) | 1.08 | 18.57k | +33% | 161.12 |
| iShares S&P SmallCap 600 Value Idx (IJS) | 1.06 | 29.35k | +4% | 99.94 |
| Ishares Tr etf msci usa (ESGU) | 1.06 | 50.97k | +62% | 57.49 |
| iShares Lehman MBS Bond Fund (MBB) | 0.99 | 24.70k | +4% | 110.44 |
| Home Depot (HD) | 0.94 | 13.97k | +39% | 186.71 |
| Alphabet Inc Class A cs (GOOGL) | 0.88 | 2.10k | +37% | 1161.95 |
| Moody's Corporation (MCO) | 0.83 | 10.84k | +40% | 211.50 |
| Johnson & Johnson (JNJ) | 0.78 | 16.33k | +48% | 131.13 |
| Exxon Mobil Corporation (XOM) | 0.69 | 49.90k | +8% | 37.97 |
| Starbucks Corporation (SBUX) | 0.67 | 28.15k | +30% | 65.74 |
| Vanguard REIT ETF (VNQ) | 0.62 | 24.49k | -3% | 69.85 |
| MasterCard Incorporated (MA) | 0.60 | 6.89k | +45% | 241.56 |
| BlackRock (BLK) | 0.59 | 3.72k | +33% | 439.97 |
| Deere & Company (DE) | 0.57 | 11.42k | +48% | 138.16 |
| Albemarle Corporation (ALB) | 0.57 | 27.95k | 56.37 | |
| Lockheed Martin Corporation (LMT) | 0.55 | 4.49k | +54% | 338.95 |
| JPMorgan Chase & Co. (JPM) | 0.50 | 15.21k | +59% | 90.03 |
| Caterpillar (CAT) | 0.49 | 11.64k | +32% | 116.04 |
| Merck & Co Inc | 0.47 | 17.03k | +33% | 76.94 |
| CVS Caremark Corporation (CVS) | 0.47 | 21.98k | +61% | 59.33 |
| Goldman Sachs Just Us Lg Cap just us lrg cp (JUST) | 0.43 | 31.66k | +44% | 37.12 |
| Dominion Resources (D) | 0.41 | 15.70k | -3% | 72.19 |
| Ishares Inc core msci emkt (IEMG) | 0.40 | 27.37k | -2% | 40.47 |
| 3M Company (MMM) | 0.40 | 8.07k | 136.51 | |
| Alphabet Inc Class C cs (GOOG) | 0.40 | 944 | +31% | 1162.81 |
| Intel Corporation (INTC) | 0.36 | 18.27k | +47% | 54.12 |
| Vanguard S&p 500 Etf idx fd (VOO) | 0.35 | 4.04k | -24% | 236.82 |
| Ishares Tr msci usa small (ESML) | 0.33 | 45.74k | +63% | 19.95 |
| Alibaba Group Holding Ltd Spon (BABA) | 0.33 | 4.65k | +35% | 194.48 |
| Ishares Tr msci eafe esg (ESGD) | 0.32 | 16.71k | +62% | 53.16 |
| salesforce (CRM) | 0.31 | 6.03k | +50% | 143.98 |
| Boeing Company (BA) | 0.31 | 5.71k | +42% | 149.14 |
| Delta Air Lines (DAL) | 0.29 | 27.74k | +31% | 28.53 |
| Bank of America Corporation (BAC) | 0.28 | 36.00k | 21.23 | |
| Procter & Gamble Company (PG) | 0.27 | 6.82k | +168% | 110.00 |
| Vanguard Total World Stock Idx Fd (VT) | 0.27 | 11.69k | +10% | 62.80 |
| PowerShares QQQ Trust, Series 1 | 0.25 | 3.65k | -27% | 190.42 |
| Ishares Tr core msci pac (IPAC) | 0.24 | 14.37k | +38% | 46.36 |
| Coca-Cola Company (KO) | 0.24 | 14.83k | +53% | 44.25 |
| Wells Fargo & Company (WFC) | 0.23 | 22.22k | +47% | 28.70 |
| Vanguard Total Stock Market ETF (VTI) | 0.23 | 4.88k | 128.92 | |
| Ishares Inc msci em esg se (ESGE) | 0.22 | 22.67k | +64% | 27.37 |
| International Business Machines (IBM) | 0.22 | 5.50k | 110.93 | |
| Midcap Spdr Trust Series 1 untsr1 | 0.22 | 2.28k | 262.92 | |
| Ishares Tr cmn (STIP) | 0.21 | 5.90k | +45% | 99.90 |
| Walt Disney Company (DIS) | 0.20 | 5.68k | +112% | 96.60 |
| General Electric Company (GE) | 0.18 | 61.45k | +14% | 7.94 |
| iShares Russell 3000 Index (IWV) | 0.15 | 2.86k | 148.33 | |
| EOG Resources (EOG) | 0.15 | 11.62k | +24% | 35.92 |
| Abbott Laboratories (ABT) | 0.15 | 5.21k | +85% | 78.91 |
| Abbvie (ABBV) | 0.14 | 5.22k | +84% | 76.18 |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.14 | 9.59k | +10% | 41.02 |
| Pimco Total Return Etf totl (BOND) | 0.14 | 3.63k | 106.18 | |
| Markel Corporation (MKL) | 0.11 | 333 | NEW | 927.89 |
| Walgreen Boots Alliance (WBA) | 0.11 | 6.67k | NEW | 45.75 |
| iShares MSCI ACWI Index Fund (ACWI) | 0.11 | 4.77k | 62.58 | |
| Amgen (AMGN) | 0.10 | 1.33k | NEW | 202.73 |
| Hershey Company (HSY) | 0.10 | 2.00k | 132.50 | |
| ConocoPhillips (COP) | 0.09 | 8.50k | -8% | 30.80 |
| Phillips 66 (PSX) | 0.09 | 4.86k | -5% | 53.65 |
| Doubleline Total Etf etf (TOTL) | 0.08 | 4.67k | 47.96 | |
| Philip Morris International (PM) | 0.08 | 3.03k | 72.96 | |
| Norfolk Southern (NSC) | 0.08 | 1.50k | 146.00 | |
| Chevron Corporation (CVX) | 0.08 | 2.96k | 72.46 | |
| Oracle Corporation (ORCL) | 0.08 | 4.33k | NEW | 48.33 |
| Nucor Corporation (NUE) | 0.07 | 5.60k | 36.02 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.07 | 5.32k | NEW | 37.65 |
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Past Filings by Blue Edge Capital
View past SEC 13F filings by Blue Edge Capital
- Blue Edge Capital 2019 Q4 filed Feb. 12, 2020
- Blue Edge Capital 2019 Q3 filed Nov. 13, 2019
- Blue Edge Capital 2019 Q2 filed Aug. 13, 2019
- Blue Edge Capital 2019 Q1 filed May 14, 2019
- Blue Edge Capital 2018 Q4 filed Feb. 14, 2019
- Blue Edge Capital 2018 Q3 filed Nov. 15, 2018
- Blue Edge Capital 2018 Q2 filed Aug. 14, 2018
- Blue Edge Capital 2018 Q1 filed May 14, 2018
- Blue Edge Capital 2017 Q4 filed Feb. 15, 2018
- Blue Edge Capital 2017 Q3 filed Nov. 15, 2017
- Blue Edge Capital 2017 Q2 filed Aug. 14, 2017
- Blue Edge Capital 2017 Q1 filed May 16, 2017
- Blue Edge Capital 2016 Q4 filed Feb. 15, 2017
- Blue Edge Capital 2016 Q3 filed Nov. 14, 2016
- Blue Edge Capital 2016 Q2 filed Aug. 11, 2016
- Blue Edge Capital 2016 Q1 filed May 13, 2016
- Blue Edge Capital 2015 Q4 filed Feb. 16, 2016
- Blue Edge Capital 2015 Q3 filed Nov. 13, 2015
- Blue Edge Capital 2015 Q2 filed Aug. 13, 2015