VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV opened 6 positions, added to 30, reduced 8, sold out of 5 and left 15 unchanged. The largest increase in value was IVV (+$21,927,311); the largest decrease was SCHP (-$2,029,971).
- DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2026-03-31 0; Shares 2026-06-30 39,579.
- ICSH: Country of operation —; Class ULTRA SHORT DUR; Shares 2026-03-31 0; Shares 2026-06-30 26,684.
- USMV: Country of operation —; Class MSCI USA MIN ETF; Shares 2026-03-31 0; Shares 2026-06-30 7,256.
- SLYG: Country of operation —; Class ST STR SP600GRWO; Shares 2026-03-31 0; Shares 2026-06-30 3,300.
Two Form 13F-HR filings compared (SEC CIK 920655): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.
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