Moller Financial Services Incresed Positions in Q2 2025

Moller Financial Services

  • $452 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
19.4K
+ 16.73%
$193.73 - $237.37 $3.76M - $4.6M
135K $32.1M
FNDA
Schwab Fundamental U S Small C

ETFs
169K
+ 15.15%
$23.85 - $28.69 $4.03M - $4.84M
1.28M $36.8M
GUNR
Flexshares Tr Morningstar Glob

ETFs
44.7K
+ 4.17%
$33.77 - $41.16 $1.51M - $1.84M
1.12M $44.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
20.3K
+ 5.04%
$37.77 - $46.15 $768K - $938K
424K $19.6M
IVV
Ishares Core S&P 500 ETF

ETFs
922
+ 2.33%
$498.8 - $620.9 $460K - $572K
40.4K $25.1M
FNDX
Schwab Fundamental U S Large C

ETFs
62.6K
+ 7.71%
$20.84 - $24.54 $1.3M - $1.54M
874K $21.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
38.8K
+ 6.06%
$49.57 - $50.27 $1.92M - $1.95M
678K $34.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
9.49K
+ 7.56%
$65.04 - $82.18 $617K - $780K
135K $11.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
13.8K
+ 10.53%
$62.73 - $78.42 $865K - $1.08M
145K $11.2M
VEA
Vanguard Ftse Developed Market

ETFs
7.37K
+ 2.91%
$45.65 - $57.01 $336K - $420K
261K $14.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
70.8K
+ 279.71%
$22.4 - $23.8 $1.59M - $1.69M
96.2K $2.29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
37.5K
+ 9.97%
$41.1 - $42.37 $1.54M - $1.59M
414K $17.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
+ 3.9%
$39.89 - $49.46 $404K - $501K
270K $13.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
15.5K
+ 4.29%
$26.66 - $33.09 $412K - $512K
376K $12.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.79K
+ 7.69%
$104.23 - $134.39 $291K - $375K
39.1K $5.25M
VNQ
Vanguard Specialized Funds Van

ETFs
11.6K
+ 5.65%
$79.79 - $91.42 $922K - $1.06M
216K $19.3M
FNDC
Schwab Fundamental Intl Small

ETFs
6.8K
+ 6.67%
$32.97 - $42.05 $224K - $286K
109K $4.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.08K
+ 3.32%
$72.96 - $90.39 $151K - $188K
64.7K $5.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
+ 5.25%
$51.16 - $62.02 $171K - $208K
67.2K $4.17M
MUB
Ishares National Muni Bond ETF

ETFs
4.14K
+ 6.12%
$102.31 - $105.8 $423K - $437K
71.7K $7.49M
PBW
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 13.44%
$13.42 - $20.22 $60K - $90.4K
37.7K $751K
GE
General Electric CO

Industrials
38
+ 1.05%
$166.81 - $257.39 $6.34K - $9.78K
3.67K $944K
ICLN
Ishares

ETFs
3.35K
+ 4.14%
$10.56 - $13.31 $35.4K - $44.6K
84.3K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.33K
+ 2.78%
$77.74 - $78.78 $104K - $105K
49.3K $3.88M
EWG
Ishares Msci Germany ETF

ETFs
165
+ 1.68%
$33.22 - $42.57 $5.48K - $7.02K
9.97K $421K
DGRO
Ishares Core Dividend Growth E

ETFs
413
+ 9.25%
$55.22 - $63.94 $22.8K - $26.4K
4.88K $311K
TROW
Price T Rowe Group Inc

Financial Services
5
+ 0.07%
$80.27 - $98.06 $401 - $490
7.21K $695K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
19
+ 0.04%
$17.5 - $18.46 $333 - $351
51.9K $957K
ITW
Illinois Tool Works Inc

Industrials
61
+ 4.18%
$218.41 - $252.43 $13.3K - $15.4K
1.52K $376K
T
At&T Inc.

Communication Services
45
+ 0.52%
$26.33 - $28.94 $1.18K - $1.3K
8.75K $253K
Ge Vernova Inc
6
+ 0.66%
N/A
914 $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 7.75%
$483.48 - $539.8 $32.9K - $36.7K
945 $459K
XOM
Exxon Mobil Corp

Energy
184
+ 7.35%
$99.93 - $119.04 $18.4K - $21.9K
2.69K $289K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.4%
$236.71 - $261.92 $1.18K - $1.31K
1.25K $310K
JNJ
Johnson & Johnson

Healthcare
84
+ 1.56%
$146.36 - $159.82 $12.3K - $13.4K
5.46K $834K
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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