Fund Evaluation Group, LLC Purchases in Q1 2025

Fund Evaluation Group, LLC

  • $2.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191K
New
$507.05 - $563.67 $96.9M - $108M
191K $98.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.76M
+ 89.4%
$21.75 - $24.28 $81.7M - $91.2M
7.96M $176M
IVV
Ishares Core S&P 500 ETF

ETFs
148K
+ 9.46%
$554.06 - $615.85 $82M - $91.1M
1.71M $962M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.74M
+ 76.58%
$18.36 - $20.51 $32M - $35.7M
4.01M $79.4M
IXUS
Ishares Tr

ETFs
201K
+ 13.21%
$65.06 - $72.31 $13.1M - $14.5M
1.72M $120M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
141K
+ 199.22%
$95.85 - $99.25 $13.5M - $14M
211K $20.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
431K
+ 86.3%
$25.81 - $28.52 $11.1M - $12.3M
931K $25.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
32.7K
New
$254.58 - $302.92 $8.31M - $9.89M
32.7K $8.35M
EFV
Msci Eafe Value ETF

ETFs
129K
New
$51.88 - $60.73 $6.7M - $7.85M
129K $7.62M
CATH
Global X Fds Global X S&P 500

ETFs
113K
+ 30.32%
$66.14 - $74.2 $7.48M - $8.4M
486K $32.8M
IVE
Ishares S&P 500 Value ETF

ETFs
21.9K
New
$185.78 - $198.58 $4.07M - $4.35M
21.9K $4.17M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
58.5K
New
$55.47 - $61.45 $3.24M - $3.59M
58.5K $3.45M
SCHC
Schwab Strategic Tr Intl Small

ETFs
75.2K
+ 93.9%
$33.57 - $37.22 $2.53M - $2.8M
155K $5.58M
IWR
Ishares Russell Mid Cap ETF

ETFs
30.6K
+ 25.35%
$82.81 - $92.93 $2.53M - $2.84M
151K $12.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
12.6K
+ 9.67%
$75.32 - $84.77 $952K - $1.07M
143K $11.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.6K
New
$92.71 - $107.38 $1.35M - $1.56M
14.6K $1.35M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.3K
New
$117.4 - $131.02 $622K - $694K
5.3K $634K
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
New
$47.4 - $52.99 $516K - $577K
10.9K $553K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$39.4 - $42.61 $497K - $537K
12.6K $509K
DFIV
Dimensional ETF Tr

ETFs
26
+ 0.03%
$35.33 - $40.77 $919 - $1.06K
76.5K $3.01M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.32K
+ 0.61%
$38.89 - $41.6 $51.5K - $55K
218K $8.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.64K
+ 40.15%
$71.17 - $73.66 $188K - $194K
9.22K $676K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.23K
+ 22.06%
$106.22 - $111.09 $131K - $137K
6.83K $758K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
617
+ 1.66%
$51.39 - $57.43 $31.7K - $35.4K
37.8K $2.09M
VNQ
Vanguard Specialized Funds Van

ETFs
203
+ 1.25%
$85.55 - $94.34 $17.4K - $19.2K
16.5K $1.49M
VTI
Vanguard Total Stock Market Et

ETFs
239
+ 10.37%
$271.18 - $303.12 $64.8K - $72.4K
2.54K $698K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.27%
$102.49 - $119.96 $820 - $960
3.01K $314K
DFUS
Dimensional ETF Tr U S Equity

ETFs
888
+ 0.65%
$59.61 - $66.71 $52.9K - $59.2K
137K $8.3M
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.02%
$313.1 - $349.83 $2.82K - $3.15K
37.2K $11.8M
Activity Summary
Buys All Purchases 30 New Holdings 10 Increased Positions 20 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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