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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Historic Quarter Change: USA ETF, Added

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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV opened 24 positions, added to 294, reduced 146 and sold out of 18.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 182,827.
  • Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 533,940.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 174,039.
  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 340,416.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 920655), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF182,827188,749+5,922$119,424,662$141,351,973+$21,927,3112026-08-07
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE533,940564,841+30,901$48,337,552$54,552,306+$6,214,7542026-08-07
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF174,039178,556+4,517$21,634,782$26,481,706+$4,846,9242026-08-07
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF340,416350,159+9,743$22,988,286$27,000,782+$4,012,4962026-08-07
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF868,405879,414+11,009$22,265,916$25,881,160+$3,615,2442026-08-07
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET31,05051,548+20,498$3,082,286$5,102,188+$2,019,9022026-08-07
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF319,138332,069+12,931$7,898,667$9,198,304+$1,299,6372026-08-07
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF324,037324,549+512$8,133,336$9,398,926+$1,265,5902026-08-07
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF9,56238,153+28,591$4,077,057$4,737,406+$660,3492026-08-07
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF74,07777,903+3,826$2,157,860$2,636,239+$478,3792026-08-07
Q2 2026IUSV
ISHARES TR		CORE S&P US VLU33,76433,901+137$3,452,366$3,734,249+$281,8832026-08-07
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS2,9302,939+9$1,750,974$2,018,301+$267,3272026-08-07
Q2 2026SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF11,15117,061+5,910$367,441$618,630+$251,1892026-08-07
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF9,1679,197+30$1,971,517$2,176,159+$204,6422026-08-07
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT15,07315,154+81$1,051,309$1,255,390+$204,0812026-08-07
Q2 2026SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B45,85554,272+8,417$1,064,748$1,255,314+$190,5662026-08-07
Q2 2026VV
VANGUARD INDEX FDS		LARGE CAP ETF3,6173,628+11$1,081,033$1,247,554+$166,5212026-08-07
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF26,91126,938+27$1,454,562$1,607,914+$153,3522026-08-07
Q2 2026VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP2,7222,725+3$700,473$834,596+$134,1232026-08-07
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF1,2377,421+6,184$540,179$639,213+$99,0342026-08-07
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF4,3524,372+20$853,855$952,814+$98,9592026-08-07
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT912913+1$592,887$681,574+$88,6872026-08-07
Q2 2026DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK13,78415,120+1,336$537,009$623,719+$86,7102026-08-07
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF2,1378,541+6,404$613,607$688,152+$74,5452026-08-07
Q2 2026VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF2,5342,535+1$350,553$397,893+$47,3402026-08-07
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP3,2423,254+12$597,411$643,004+$45,5932026-08-07
Q2 2026EFAV
ISHARES TR		MSCI EAFE MIN VL15,68616,860+1,174$1,433,240$1,478,816+$45,5762026-08-07
Q2 2026SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES11,97613,163+1,187$290,660$317,748+$27,0882026-08-07
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP2,5712,602+31$212,733$215,092+$2,3592026-08-07
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS3,5063,540+34$208,758$208,787+$292026-08-07

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