Vanguard Capital Management
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Vanguard Capital Management’s Willamette Valley Vineyards WVVI Stock Holding History

Vanguard Capital Management’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
Q2 		$499K Hold
198,896
– – ﹤0.01% 3709
2026
Q1 		$511K Buy
+198,896
New +$542K ﹤0.01% 3669

Other funds holding WVVI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Vanguard Capital Management's WVVI Position: Q2 2026 in Review

Vanguard Capital Management held its Willamette Valley Vineyards (WVVI) position steady in Q2 2026 at 198,896 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

Vanguard Capital Management first reported a position in WVVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $511K in Q1 2026. 36 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Vanguard Capital Management held 198,896 shares of Willamette Valley Vineyards worth $499K as of Q2 2026.
  • Vanguard Capital Management left its Willamette Valley Vineyards share count unchanged in Q2 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3709 holding.
  • Vanguard Capital Management first reported a position in Willamette Valley Vineyards in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Willamette Valley Vineyards position peaked at $511K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.