Moller Financial Services Purchases in Q3 2025

Moller Financial Services

  • $479 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
64.8K
+ 7.42%
$24.38 - $26.34 $1.58M - $1.71M
939K $24.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.1K
+ 3.55%
$49.78 - $50.75 $1.2M - $1.22M
703K $35.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
13.8K
+ 3.26%
$45.22 - $48.34 $626K - $669K
438K $20.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.9K
+ 5.78%
$41.8 - $43.15 $1M - $1.03M
438K $18.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
45.5K
+ 47.36%
$23.54 - $23.97 $1.07M - $1.09M
142K $3.39M
VNQ
Vanguard Specialized Funds Van

ETFs
3.22K
+ 1.49%
$88.47 - $93.24 $285K - $301K
220K $20.1M
VEA
Vanguard Ftse Developed Market

ETFs
419
+ 0.16%
$56.02 - $60.3 $23.5K - $25.3K
261K $15.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
118
+ 0.09%
$80.54 - $89.67 $9.5K - $10.6K
135K $11.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.87K
+ 1.9%
$48.5 - $50.19 $333K - $345K
368K $18.4M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
15.6K
New
$38.52 - $41.26 $601K - $644K
15.6K $641K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.43K
+ 1.68%
$75.26 - $80.19 $183K - $195K
147K $11.7M
MUB
Ishares National Muni Bond ETF

ETFs
2.65K
+ 3.69%
$103.24 - $106.68 $273K - $282K
74.3K $7.92M
IEF
Ishares Barclays

ETFs
2.77K
New
$93.91 - $97.26 $260K - $270K
2.77K $267K
NVDA
Nvidia Corp

Technology
1.2K
New
$153.3 - $186.58 $184K - $223K
1.2K $223K
VHT
Vanguard Health Care ETF

ETFs
205
+ 16.41%
$239.12 - $259.95 $49K - $53.3K
1.45K $377K
AMAT
Applied Materials Inc

Technology
3
+ 0.18%
$156.25 - $204.95 $469 - $615
1.65K $337K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
21
+ 0.29%
$41.34 - $45.65 $868 - $959
7.2K $324K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.21%
$303.93 - $329.86 $608 - $660
943 $309K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.33%
$252.31 - $269.41 $1.26K - $1.35K
1.53K $397K
MSFT
Microsoft Corp

Technology
8
+ 1.63%
$491.09 - $535.64 $3.93K - $4.29K
498 $257K
XOM
Exxon Mobil Corp

Energy
4
+ 0.15%
$105.83 - $117.22 $423 - $469
2.69K $303K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
112
+ 0.22%
$18.32 - $18.72 $2.05K - $2.1K
52K $966K
T
At&T Inc.

Communication Services
2
+ 0.02%
$26.94 - $29.62 $53.9 - $59.2
8.75K $247K
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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