Fund Evaluation Group, LLC Purchases and Sells in Q2 2025

Fund Evaluation Group, LLC

$2.59 Billion
Q2 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	237K + 13.75%	$62.37 - $77.63 $14.8M - $18.4M	1.96M $151M
GOVT	1.18M + 9.59%	$22.54 - $23.17 $26.5M - $27.3M	13.5M $309M
SCHF	791K + 19.7%	$17.76 - $22.1 $14M - $17.5M	4.8M $106M
VOO	27.3K + 14.27%	$456.74 - $568.03 $12.5M - $15.5M	218K $124M
IWD	80K + 347.85%	$166.82 - $194.23 $13.3M - $15.5M	103K $20M
BND	63.1K + 684.36%	$72.02 - $73.82 $4.54M - $4.66M	72.3K $5.32M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	812K New	$49.57 - $50.27 $40.2M - $40.8M	812K $40.8M
VTHR	139K New	$218.71 - $272.75 $30.4M - $37.9M	139K $37.9M
BIV	118K New	$75.05 - $77.34 $8.88M - $9.15M	118K $9.15M
VUG	12.8K New	$329.49 - $438.4 $4.2M - $5.59M	12.8K $5.59M
VTV	27.8K New	$153.67 - $176.74 $4.26M - $4.9M	27.8K $4.9M
VO	15.3K New	$228.54 - $279.83 $3.49M - $4.28M	15.3K $4.28M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-182K - 10.65%	$498.8 - $620.9 $90.9M - $113M	1.53M $950M
AGG	-25.6K - 12.14%	$96.84 - $99.46 $2.48M - $2.55M	186K $18.4M
DFIV	-17.7K - 23.14%	$34.67 - $43.21 $614K - $765K	58.8K $2.52M
TLT	-856 - 0.69%	$83.97 - $92.85 $71.9K - $79.5K	123K $10.9M
VIOO	-2.47K - 11.41%	$83.8 - $101.39 $207K - $250K	19.2K $1.94M
NULV	-7.3K - 3.35%	$36.02 - $41.92 $263K - $306K	211K $8.83M

Activity Summary All Purchases 51 New Holdings 32 Increased Positions 19 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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