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Jones Financial Companies’s
Willamette Valley Vineyards
WVVI
Stock Holding History
Jones Financial Companies’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
2026
Q1
$3.24K
Buy
1,290
+100
+8%
+$272
﹤0.01%
4001
2025
Q4
$3.63K
Hold
1,190
–
–
﹤0.01%
3629
2025
Q3
$4.12K
Hold
1,190
–
–
﹤0.01%
3430
2025
Q2
$6.4K
Buy
1,190
+590
+98%
+$3.44K
﹤0.01%
3051
2025
Q1
$3.63K
Hold
600
–
–
﹤0.01%
3064
2024
Q4
$2.01K
Buy
+600
New
+$2.03K
﹤0.01%
2997
Other funds holding WVVI
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
NCM
Next Capital Management
New York
$330M AUM
11.54%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VFT
Vanguard Fiduciary Trust
Malvern, Pennsylvania
$396B AUM
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
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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