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VANGUARD CAPITAL MANAGEMENT LLC

Position in WVVI — Willamette Valley Vineyards Inc

CIK 2100119 MALVERN, PA

Position in WVVI

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$511,162
New position
Shares Held
198,896
first reported quarter
Ownership
3.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Mar 31, 2026

VANGUARD CAPITAL MANAGEMENT LLC holds $12,549,217 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #2 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WVVI
Willamette Valley Vineyards Inc
This page
198,896 $511,162

All Filings in WVVI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $511,162 198,896