MOLLER WEALTH PARTNERS VTIP holdings history
VANGUARD SHORT-TERM TIPS · CUSIP 922020805 · CIK 1475271
As of 2026-06-30, MOLLER WEALTH PARTNERS reported 807.52K VTIP (shares), valued at $40.56M, or 7.34% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 3.08%; reported value increased 3.66%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.34% | 807,517 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 7.73% | 783,398 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 7.35% | 709,958 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 7.42% | 702,581 | SEC filing ↗Filed Oct 6, 2025 |
| Q2 2025 | 7.53% | 678,478 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 7.89% | 639,687 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 7.68% | 603,198 | SEC filing ↗Filed Jan 7, 2025 |
| Q3 2024 | 7.18% | 582,685 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 7.39% | 570,359 | SEC filing ↗Filed Jul 1, 2024 |
| Q1 2024 | 7.25% | 558,479 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 7.23% | 540,303 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 7.66% | 509,980 | SEC filing ↗Filed Oct 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.66% | 509,980 | $24.11M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 16, 2023 |
| Q4 2023 | 7.23% | 540,303 | $25.66M | Shares increased 5.95%; reported value increased 6.42%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 7.25% | 558,479 | $26.75M | Shares increased 3.36%; reported value increased 4.23%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 7.39% | 570,359 | $27.69M | Shares increased 2.13%; reported value increased 3.51%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 1, 2024 |
| Q3 2024 | 7.18% | 582,685 | $28.73M | Shares increased 2.16%; reported value increased 3.78%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 7.68% | 603,198 | $29.21M | Shares increased 3.52%; reported value increased 1.65%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2025 |
| Q1 2025 | 7.89% | 639,687 | $31.92M | Shares increased 6.05%; reported value increased 9.29%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 7.53% | 678,478 | $34.11M | Shares increased 6.06%; reported value increased 6.85%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 7.42% | 702,581 | $35.57M | Shares increased 3.55%; reported value increased 4.29%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 6, 2025 |
| Q4 2025 | 7.35% | 709,958 | $35.11M | Shares increased 1.05%; reported value decreased 1.29%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 7.73% | 783,398 | $39.13M | Shares increased 10.34%; reported value increased 11.44%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 7.34% | 807,517 | $40.56M | Shares increased 3.08%; reported value increased 3.66%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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