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, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $826,948,071 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #3 (0.1% of the industry book) .
All Filings in WVVI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,228 | 198,896 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $511,162 | 198,896 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||