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Ameritas Advisory Services’s Willamette Valley Vineyards WVVI Stock Holding History

Ameritas Advisory Services’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-225
Closed -$1.24K – 2952
2025
Q2 		$1.24K Buy
+225
New +$1.31K ﹤0.01% 2578
2023
Q2 		– Sell
-225
Closed -$1.37K – 2538
2023
Q1 		$1.37K Buy
+225
New +$1.4K ﹤0.01% 2488

Other funds holding WVVI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Ameritas Advisory Services's WVVI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Willamette Valley Vineyards (WVVI) in Q3 2025, closing a stake of 225 shares — an estimated $1.24K sold.

Ameritas Advisory Services first reported a position in WVVI in Q1 2023 and held it in 2 quarters. The position peaked at $1.37K in Q1 2023. 39 funds tracked by Wall St. Rank hold WVVI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Willamette Valley Vineyards position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 225 Willamette Valley Vineyards shares in Q3 2025, an estimated $1.24K.
  • Ameritas Advisory Services first reported a position in Willamette Valley Vineyards in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Willamette Valley Vineyards position peaked at $1.37K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.