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, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $12,549,217 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #2 (4.1% of the industry book) .
All Filings in WVVI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,162 | 198,896 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||