VNQ β€” VANGUARD INDEX FDS REIT ETF

Ownership history in MOLLER WEALTH PARTNERS  Β·  65 quarters on record

AI Ownership Summary

MOLLER WEALTH PARTNERS reported VANGUARD INDEX FDS REIT ETF (VNQ) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.86% in 2023 Q4. The latest visible filing shows VNQ at 4.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOLLER WEALTH PARTNERS's position in VANGUARD INDEX FDS REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VNQ was reported at 4.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.86% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOLLER WEALTH PARTNERS held VNQ β€” position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 227,292 +7,727 +3.5% 4.21% $20.1M 2026-02-14 (Est.) $93.59
2025 Q3 ADDED 219,565 +3,224 +1.5% 4.19% $20.1M 2025-10-06 $88.79
2025 Q2 ADDED 216,341 +11,561 +5.6% 4.25% $19.3M 2025-07-10 $87.17
2025 Q1 ADDED 204,780 +12,753 +6.6% 4.58% $18.5M 2025-04-09 $81.32
2024 Q4 REDUCED 192,027 -988 -0.5% 4.50% $17.1M 2025-01-07 $83.26
2024 Q3 REDUCED 193,015 -7,004 -3.5% 4.70% $18.8M 2024-10-09 $89.16
2024 Q2 ADDED 200,019 +3,532 +1.8% 4.47% $16.8M 2024-07-01 $77.58
2024 Q1 ADDED 196,487 +1,300 +0.7% 4.60% $17.0M 2024-04-11 $76.36
2023 Q4 ADDED 195,187 +8,261 +4.4% 4.86% $17.2M 2024-01-10 $79.99
56 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VNQ

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 4.22% Financial Insights, Inc. 3Y 7Y 0.1%

FAQ About MOLLER WEALTH PARTNERS and VNQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOLLER WEALTH PARTNERS reported owning VNQ?

MOLLER WEALTH PARTNERS reported VNQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VNQ position in MOLLER WEALTH PARTNERS's portfolio?

The largest reported portfolio weight for VNQ was 4.86% in 2023 Q4.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2025 Q4, when MOLLER WEALTH PARTNERS reported 227,292 shares, equal to 4.21% of portfolio, with an estimated market value of $20.1M.

What does the chart on this VNQ ownership page compare?

The chart compares MOLLER WEALTH PARTNERS's quarterly VNQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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