Moller Financial Services Purchases and Sells in Q3 2025

Moller Financial Services

$479 Million
Q3 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	64.8K + 7.42%	$24.38 - $26.34 $1.58M - $1.71M	939K $24.7M
VTIP	24.1K + 3.55%	$49.78 - $50.75 $1.2M - $1.22M	703K $35.6M
VNQI	13.8K + 3.26%	$45.22 - $48.34 $626K - $669K	438K $20.9M
DFCF	23.9K + 5.78%	$41.8 - $43.15 $1M - $1.03M	438K $18.7M
SPHY	45.5K + 47.36%	$23.54 - $23.97 $1.07M - $1.09M	142K $3.39M
VNQ	3.22K + 1.49%	$88.47 - $93.24 $285K - $301K	220K $20.1M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISCF	15.6K New	$38.52 - $41.26 $601K - $644K	15.6K $641K
VCIT	6.92K New	$81.75 - $84.54 $566K - $585K	6.92K $583K
IEF	2.77K New	$93.91 - $97.26 $260K - $270K	2.77K $267K
NVDA	1.2K New	$153.3 - $186.58 $184K - $223K	1.2K $223K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-3.18K - 6.45%	$78.11 - $79.07 $248K - $251K	46.1K $3.64M
EFA	-5.27K - 8.14%	$87.29 - $93.61 $460K - $493K	59.4K $5.55M
VYM	-1.25K - 20.79%	$132.9 - $142.03 $166K - $178K	4.76K $671K
DGRO	-1.36K - 27.85%	$64.12 - $68.08 $87.1K - $92.5K	3.52K $238K
PG	-83 - 1.02%	$150.47 - $161.22 $12.5K - $13.4K	8.04K $1.24M
JPST	-977 - 14.34%	$50.47 - $50.74 $49.3K - $49.6K	5.84K $296K

Activity Summary All Purchases 24 New Holdings 4 Increased Positions 20 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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