Moller Financial Services Purchases in Q1 2025

Moller Financial Services

  • $404 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GUNR
Flexshares Tr Morningstar Glob

ETFs
48.1K
+ 4.7%
$36.6 - $39.56 $1.76M - $1.9M
1.07M $41.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
36.5K
+ 6.05%
$48.43 - $49.86 $1.77M - $1.82M
640K $31.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
18.8K
+ 16.77%
$63.07 - $73.5 $1.19M - $1.38M
131K $9.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
23.7K
+ 23.25%
$69.87 - $75.62 $1.65M - $1.79M
125K $9.16M
VNQI
Vanguard Global Ex U.S. Real

ETFs
33.3K
+ 8.99%
$38.22 - $41.19 $1.27M - $1.37M
404K $16.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33K
+ 9.62%
$40.79 - $42.32 $1.35M - $1.4M
376K $15.8M
FNDF
Schwab Fundamental Intl Large

ETFs
8.98K
+ 2.3%
$32.9 - $37.45 $295K - $336K
399K $14.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
32.1K
+ 9.79%
$28.11 - $32.0 $904K - $1.03M
360K $11.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.2K
+ 8.99%
$49.25 - $50.66 $1.49M - $1.53M
366K $18.1M
VNQ
Vanguard Specialized Funds Van

ETFs
12.8K
+ 6.64%
$85.55 - $94.34 $1.09M - $1.2M
205K $18.4M
VEA
Vanguard Ftse Developed Market

ETFs
4.42K
+ 1.77%
$47.4 - $52.99 $210K - $234K
254K $13M
FNDX
Schwab Fundamental U S Large C

ETFs
44.8K
+ 5.85%
$23.03 - $25.01 $1.03M - $1.12M
811K $19M
FNDA
Schwab Fundamental U S Small C

ETFs
114K
+ 11.39%
$26.87 - $30.99 $3.06M - $3.53M
1.11M $30.5M
FNDC
Schwab Fundamental Intl Small

ETFs
12.8K
+ 14.29%
$33.34 - $37.44 $425K - $477K
102K $3.73M
JPM
Jpmorgan Chase & CO

Financial Services
2.54K
+ 73.87%
$225.19 - $279.95 $572K - $711K
5.98K $1.47M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.3K
New
$23.32 - $23.84 $591K - $604K
25.3K $592K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.41K
+ 13.82%
$110.75 - $119.78 $488K - $528K
36.3K $4.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
752
+ 188.47%
$551.42 - $612.93 $415K - $461K
1.15K $643K
EWG
Ishares Msci Germany ETF

ETFs
9.8K
New
$31.57 - $39.31 $309K - $385K
9.8K $366K
ITW
Illinois Tool Works Inc

Industrials
1.46K
New
$244.9 - $274.48 $358K - $401K
1.46K $362K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.53K
+ 81.17%
$237.72 - $276.98 $363K - $423K
3.41K $831K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.35K
New
$50.87 - $51.09 $272K - $273K
5.35K $273K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
10.2K
+ 49.52%
$25.44 - $25.58 $258K - $260K
30.7K $782K
T
At&T Inc.

Communication Services
8.71K
New
$21.56 - $28.28 $188K - $246K
8.71K $246K
SJM
J M Smucker CO

Consumer Defensive
1.78K
New
$100.41 - $118.41 $179K - $211K
1.78K $210K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.25K
+ 27.95%
$75.32 - $84.77 $94.3K - $106K
5.73K $472K
PG
Procter & Gamble CO

Consumer Defensive
455
+ 5.75%
$158.56 - $176.26 $72.1K - $80.2K
8.37K $1.43M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
836
+ 9.63%
$32.74 - $36.2 $27.4K - $30.3K
9.52K $333K
VB
Vanguard Small Cap ETF

ETFs
9.15K
+ 8.57%
$217.89 - $252.64 $1.99M - $2.31M
116K $25.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
193
+ 1.84%
$126.11 - $135.06 $24.3K - $26.1K
10.7K $1.36M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.32%
$254.06 - $273.83 $1.02K - $1.1K
1.24K $327K
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 10.32%
$271.18 - $303.12 $23.9K - $26.7K
941 $257K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
662
+ 9.99%
$37.84 - $44.02 $25.1K - $29.1K
7.29K $280K
DGRO
Ishares Core Dividend Growth E

ETFs
10
+ 0.22%
$60.46 - $64.42 $605 - $644
4.47K $273K
XLG
Invesco Exchange Traded Fd Tr

ETFs
34
+ 0.09%
$45.72 - $51.73 $1.55K - $1.76K
38.5K $1.76M
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 2.8%
$554.06 - $615.85 $596K - $662K
39.5K $22.1M
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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