VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter change: USA ETF, Reduced
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).
- SCHM: Country of operation —; Class US MID-CAP ETF; Shares 2026-03-31 290,099; Shares 2026-06-30 285,914.
- SCHA: Country of operation —; Class US SML CAP ETF; Shares 2026-03-31 195,796; Shares 2026-06-30 192,486.
- IUSG: Country of operation —; Class CORE S&P US GWT; Shares 2026-03-31 17,915; Shares 2026-06-30 16,875.
- SCHV: Country of operation —; Class US LCAP VA ETF; Shares 2026-03-31 77,163; Shares 2026-06-30 76,804.
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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