VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 920655 AUDUBON, PA

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,888,443

-$69,913 QoQ

Shares Held

7,210

-5.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

9.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,888,443	7,210	-5.0%	Shares	Sole	2026-04-21
2025-12-31	$1,958,356	7,592	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$1,913,457	7,525	+66.2%	Shares	Sole	2025-10-17
2025-06-30	$1,072,808	4,527	+17.7%	Shares	Sole	2025-08-14
2025-03-31	$852,850	3,846	-3.8%	Shares	Sole	2025-05-08
2024-12-31	$960,639	3,998	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$941,012	3,967	+6.9%	Shares	Sole	2024-11-14
2024-06-30	$809,364	3,712	-14.1%	Shares	Sole	2024-08-09
2024-03-31	$987,737	4,321	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$920,945	4,317	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$814,513	4,308	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$855,624	4,302	-8.3%	Shares	Sole	2023-08-01
2023-03-31	$889,415	4,692	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$859,701	4,684	-24.4%	Shares	Sole	2023-02-14
2022-09-30	$1,058,445	6,193	+39.1%	Shares	Sole	2022-11-10
2022-06-30	$783,865	4,451	+6.0%	Shares	Sole	2022-08-03
2022-03-31	$892,796	4,201	-5.3%	Shares	Sole	2022-05-06
2021-12-31	$1,002,580	4,436	+0.2%	Shares	Sole	2022-02-10
2021-09-30	$968,052	4,427	+0.1%	Shares	Sole	2021-11-05
2021-06-30	$996,188	4,422	-6.3%	Shares	Sole	2021-08-10
2021-03-31	$1,010,029	4,718	-3.3%	Shares	Sole	2021-05-04
2020-12-31	$949,649	4,878	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.