Ownership history in MOLLER WEALTH PARTNERS · 65 quarters on record
This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS reported a position in VANGUARD INDEX FDS SMALL CP ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 132,483 | -286 | -0.2% | 7.16% | $34.2M | $257.95 |
| 2025 Q3 | REDUCED | 132,769 | -2,574 | -1.9% | 7.04% | $33.8M | $253.38 |
| 2025 Q2 | ADDED | 135,343 | +19,400 | +16.7% | 7.08% | $32.1M | $235.40 |
| 2025 Q1 | ADDED | 115,943 | +9,152 | +8.6% | 6.36% | $25.7M | $219.54 |
| 2024 Q4 | REDUCED | 106,791 | -6,610 | -5.8% | 6.75% | $25.7M | $236.92 |
| 2024 Q3 | REDUCED | 113,401 | -1,811 | -1.6% | 6.72% | $26.9M | $233.03 |
| 2024 Q2 | ADDED | 115,212 | +318 | +0.3% | 6.70% | $25.1M | $213.56 |
| 2024 Q1 | REDUCED | 114,894 | -482 | -0.4% | 7.11% | $26.3M | $223.02 |
| 2023 Q4 | ADDED | 115,376 | +3,319 | +3.0% | 6.94% | $24.6M | $207.51 |
| 2023 Q3 | REDUCED | 112,057 | -338 | -0.3% | 6.73% | $21.2M | $182.97 |
As of 2025 Q4 — sorted by position size