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BECKER CAPITAL MANAGEMENT INC Historic Quarter Change: USA ETF, Added

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BECKER CAPITAL MANAGEMENT INC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BECKER CAPITAL MANAGEMENT INC opened 67 positions, added to 250, reduced 251 and sold out of 42.

  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 267,987.
  • Q2 2026: Stock EFA; Country of operation —; Class MSCI EAFE ETF; Shares before 897,368.
  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 26,038.
  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 23,439.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 799004), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-03); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF267,9871,659,535+1,391,548$117,054,249$142,952,386+$25,898,1372026-07-31
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF897,368929,434+32,066$87,161,398$96,549,628+$9,388,2302026-07-31
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS26,03828,774+2,736$15,558,860$19,762,133+$4,203,2732026-07-31
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF23,43924,719+1,280$15,310,463$18,511,667+$3,201,2042026-07-31
Q2 2026XVV
ISHARES TR		ESG SELECT SCRE247,274255,669+8,395$12,170,827$14,519,443+$2,348,6162026-07-31
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT166,429182,042+15,613$10,664,769$12,970,501+$2,305,7322026-07-31
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE252,963259,662+6,699$22,900,741$25,078,156+$2,177,4152026-07-31
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF100,099107,407+7,308$5,410,344$6,411,140+$1,000,7962026-07-31
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF25,20125,465+264$3,228,797$3,728,325+$499,5282026-07-31
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF6,54526,093+19,548$2,790,750$3,239,964+$449,2142026-07-31
Q2 2026IGIB
ISHARES TR		ISHS 5-10YR INVT151,188158,867+7,679$8,046,222$8,446,955+$400,7332026-07-31
Q2 2026SHY
ISHARES TR		1 3 YR TREAS BD112,160117,668+5,508$9,261,078$9,661,746+$400,6682026-07-31
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD71,64875,523+3,875$8,497,491$8,870,214+$372,7232026-07-31
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF11,69711,838+141$2,294,939$2,579,856+$284,9172026-07-31
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF1,0978,776+7,679$765,442$1,048,915+$283,4732026-07-31
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF12,74114,883+2,142$1,356,917$1,584,594+$227,6772026-07-31
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF6,5756,578+3$1,404,881$1,594,705+$189,8242026-07-31
Q2 2026IGSB
ISHARES TR		ISHS 1-5YR INVS92,41595,784+3,369$4,857,308$5,020,015+$162,7072026-07-31
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF13,66614,034+368$922,865$1,082,181+$159,3162026-07-31
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF4,9355,982+1,047$523,851$643,783+$119,9322026-07-31
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF1,6467,108+5,462$472,701$572,692+$99,9912026-07-31
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F10,49310,584+91$809,146$904,860+$95,7142026-07-31
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT20,59020,955+365$791,068$697,592-$93,4762026-07-31
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF2,98613,445+10,459$405,260$368,528-$36,7322026-07-31
Q2 2026CRF
CORNERSTONE TOTAL RETURN FD		COM23,39024,457+1,067$162,561$175,602+$13,0412026-07-31
Q2 2026CLM
CORNERSTONE STRATEGIC INVEST		COM22,03722,847+810$160,430$172,724+$12,2942026-07-31

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