Vanguard Personalized Indexing Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,294	Closed	-$531K	–	2051
2025 Q1	$531K	Sell	4,294 -553	-11%	-$64.4K	0.01%	1085
2024 Q4	$492K	Sell	4,847 -844	-15%	-$85.1K	0.01%	1122
2024 Q3	$492K	Buy	5,691 +153	+3%	+$13.6K	0.01%	1101
2024 Q2	$501K	Buy	5,538 +147	+3%	+$14.2K	0.01%	1032
2024 Q1	$528K	Buy	5,391 +193	+4%	+$16.8K	0.01%	995
2023 Q4	$452K	Buy	5,198 +957	+23%	+$75K	0.01%	1049
2023 Q3	$327K	Sell	4,241 -200	-5%	-$16.2K	0.01%	1085
2023 Q2	$369K	Buy	4,441 +239	+6%	+$15.8K	0.01%	1031
2023 Q1	$247K	Buy	+4,202	New	+$246K	0.01%	1215

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Vanguard Personalized Indexing Management's BECN Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 4,294 shares — an estimated $531K sold.

Vanguard Personalized Indexing Management first reported a position in BECN in Q1 2023 and held it in 9 quarters. The position peaked at $531K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Vanguard Personalized Indexing Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,294 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $531K.
Vanguard Personalized Indexing Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2023 and held it in 9 quarters.
Vanguard Personalized Indexing Management's Beacon Roofing Supply, Inc. position peaked at $531K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.