VSQM
BURL icon

V-Square Quantitative Management’s Burlington BURL Stock Holding History

V-Square Quantitative Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
932
+19
+2% +$5.82K 0.03% 434
2025
Q4 		$264K Buy
+913
New +$248K 0.03% 477
2025
Q3 		– Sell
-821
Closed -$191K – 211
2025
Q2 		$191K Sell
821
-3
-0.4% -$713 0.03% 503
2025
Q1 		$196K Buy
824
+90
+12% +$23.3K 0.03% 503
2024
Q4 		$209K Buy
734
+12
+2% +$3.24K 0.03% 492
2024
Q3 		$190K Buy
722
+3
+0.4% +$776 0.03% 515
2024
Q2 		$173K Buy
719
+2
+0.3% +$412 0.03% 515
2024
Q1 		$166K Hold
717
– – 0.02% 520
2023
Q4 		$139K Buy
717
+302
+73% +$45.1K 0.02% 525
2023
Q3 		$56.1K Buy
415
+21
+5% +$3.37K 0.02% 490
2023
Q2 		$62K Buy
+394
New +$67.6K 0.05% 281

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return