Blue Edge Capital, LLC

RIA/Wealth

Blue Edge Capital, LLC is a RIA/Wealth based in Richmond, VA led by Peter Hartwell Bowles, managing $702.6M across 118 long positions as of Q3 2025 with 78% ETF concentration and minimal technology exposure.

Managing PartnerPeter Hartwell Bowles

Portfolio Value: $702.6M
Positions: 118
Top Holding: VUG at 9.67%
Last Reported: Q3 2025

Address5706 Grove Avenue, Suite 202, Richmond, VA, 23226, United States

Top Holdings

Largest long holdings in Blue Edge Capital, LLC's portfolio (47.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$67.9M	9.67%	-$5.3M Sold	— 141.6K shares	Q4 2013 Held for 11y 11m
2 Vanguard Value VTV	ETF ETF	$55.8M	7.95%	-$1.5M Sold	— 299.3K shares	Q4 2013 Held for 11y 11m
3 Vanguard Mega Cap Growth MGK	ETF ETF	$38.4M	5.47%	+$2.4M Bought	— 95.4K shares	Q4 2019 Held for 5y 11m
4 iShares S&P 500 Growth ETF IVW	ETF ETF	$32.6M	4.64%	+$811.6K Bought	— 269.8K shares	Q1 2017 Held for 8y 8m
5 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$31.1M	4.42%	+$58.9K Bought	— 322.1K shares	Q2 2022 Held for 3y 5m
6 IEUR iShares Core MSCI Europe IEUR	ETF ETF	$28.1M	4.00%	-$3.7M Sold	— 412.3K shares	Q2 2017 Held for 8y 5m
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$23.8M	3.39%	-$888.0K Sold	— 35.8K shares	Q4 2013 Held for 11y 11m
8 Vanguard Mega Cap Value MGV	ETF ETF	$22.7M	3.23%	-$421.3K Sold	— 164.8K shares	Q4 2020 Held for 4y 11m
9 iShares Broad USD Investment Grade Corporate Bond USIG	ETF ETF	$19.8M	2.82%	+$1.4M Bought	— 379.9K shares	Q3 2024 Held for 1y 2m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$14.7M	2.10%	+$2.7M Bought	— 223.6K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Blue Edge Capital, LLC's latest filing

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GthenC

Market Value

$702.6M

Prior: $672.1M

Q/Q Change

+4.53%

+$30.5M

Net Flows % of MV

-2.74%

Turnover Ratio

4.55%

New Purchases

6 stocks

$9.8M

Added To

26 stocks

+$10.4M

Sold Out Of

4 stocks

$9.5M

Reduced Holdings

53 stocks

-$30.0M

Increased Positions

Position	Shares Δ	Change
1 BlackRock U.S. Equity Factor Rotation DYNF	New	0 → 138.1K +$8.2M
2 Nvidia NVDA	New	0 → 2.3K +$436.2K
3 iShares Core MSCI EAFE ETF IEFA	New	0 → 3.8K +$331.6K
4 iShares Core S&P 500 ETF IVV	New	0 → 486.0 +$325.3K
5 iShares Core S&P Mid-Cap ETF IJH	New	0 → 4.7K +$304.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core U.S. Aggregate Bond AGG	Sold	41.8K → 0 −$4.1M
2 iShares J.P. Morgan EM Local Currency Bond LEMB	Sold	73.9K → 0 −$3.0M
3 Vanguard Dividend Appreciation VIG	Sold	10.4K → 0 −$2.1M
4 FactSet Research Systems FDS	Sold	500.0 → 0 −$223.6K
5 Vanguard FTSE Europe VGK	-44.9%	103.5K → 57.0K −$3.7M