Valley Forge Investment Consultants Inc Adv Incresed Positions in Q3 2025

Valley Forge Investment Consultants Inc Adv

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.45K
+ 5.25%
$620.67 - $670.08 $5.86M - $6.33M
190K $127M
IEFA
Ishares Tr

ETFs
44.3K
+ 8.86%
$81.7 - $87.53 $3.62M - $3.88M
545K $47.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25K
+ 7.93%
$62.09 - $66.51 $1.55M - $1.66M
340K $22.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.11K
+ 4.28%
$108.46 - $120.63 $772K - $858K
173K $20.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.8K
+ 8.06%
$21.69 - $23.34 $517K - $556K
319K $7.43M
VB
Vanguard Small Cap ETF

ETFs
3K
+ 66.22%
$237.58 - $259.17 $712K - $777K
7.53K $1.91M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.97K
+ 2.88%
$28.15 - $30.13 $224K - $240K
285K $8.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.3K
+ 9.97%
$28.92 - $32.19 $211K - $235K
80.6K $2.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.13K
+ 33.79%
$132.9 - $142.03 $283K - $302K
8.43K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.54K
+ 21.07%
$49.43 - $54.52 $224K - $247K
26.1K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.99K
+ 7.6%
$48.5 - $50.19 $145K - $150K
42.3K $2.12M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
569
+ 2.3%
$94.17 - $99.95 $53.6K - $56.9K
25.3K $2.53M
VBK
Vanguard Small Cap Growth ETF

ETFs
363
+ 14.06%
$276.51 - $305.12 $100K - $111K
2.95K $876K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.42K
+ 3.72%
$36.04 - $38.78 $51.2K - $55.1K
39.6K $1.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
456
+ 48.05%
$282.75 - $294.19 $129K - $134K
1.41K $412K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
13
+ 0.14%
$148.97 - $165.88 $1.94K - $2.16K
9.49K $1.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.31%
$567.77 - $614.76 $5.11K - $5.53K
2.92K $1.79M
VV
Vanguard Large Cap ETF

ETFs
10
+ 0.28%
$285.05 - $309.14 $2.85K - $3.09K
3.59K $1.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
109
+ 0.19%
$97.75 - $100.75 $10.7K - $11K
56.4K $5.65M
VUG
Vanguard Growth ETF

ETFs
37
+ 3.14%
$433.97 - $484.08 $16.1K - $17.9K
1.22K $583K
DFAX
Dimensional ETF Tr
1.07K
+ 7.13%
$29.25 - $31.56 $31.3K - $33.8K
16.1K $504K
VO
Vanguard Mid Cap ETF

ETFs
27
+ 1.1%
$279.83 - $293.74 $7.56K - $7.93K
2.48K $727K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.49%
$410.74 - $499.21 $1.23K - $1.5K
616 $307K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.04%
$128.41 - $138.03 $128 - $138
2.53K $349K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.15%
$87.69 - $96.0 $438 - $480
3.29K $310K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
120
+ 2.15%
$48.31 - $48.93 $5.8K - $5.87K
5.69K $277K
VCIT
Vanguard Intermediate Term Cor

ETFs
30
+ 1.21%
$81.75 - $84.54 $2.45K - $2.54K
2.51K $211K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
148
+ 1.14%
$25.24 - $25.56 $3.74K - $3.78K
13.1K $334K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
147
+ 1.09%
$24.14 - $24.34 $3.55K - $3.58K
13.6K $331K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
136
+ 1.06%
$25.09 - $25.19 $3.41K - $3.43K
12.9K $326K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
141
+ 1.05%
N/A
13.5K $321K
VGIT
Vanguard Intermediate Term Tre

ETFs
33
+ 0.97%
$58.97 - $60.36 $1.95K - $1.99K
3.44K $206K
IEMG
Ishares Inc

ETFs
1
+ 0.01%
N/A
14.9K $798K
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email