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VANGUARD CAPITAL MANAGEMENT LLC

Position in WVVI — Willamette Valley Vineyards Inc

CIK 2100119 MALVERN, PA

Position in WVVI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$499,228
-$11,934 QoQ
Shares Held
198,896
0.0% QoQ
Ownership
3.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 35 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WVVI Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

VANGUARD CAPITAL MANAGEMENT LLC holds $826,948,071 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #3 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WVVI
Willamette Valley Vineyards Inc
This page
198,896 $499,228

All Filings in WVVI

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $499,228 198,896
2026-03-31 $511,162 198,896