Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Willamette Valley Vineyards WVVI Stock Holding History

Vanguard Fiduciary Trust’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 		$64.9K Sell
25,866
-50
-0.2% -$135 ﹤0.01% 3814
2026
Q1 		$66.6K Buy
+25,916
New +$70.6K ﹤0.01% 3779

Other funds holding WVVI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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 Fiduciary Trust's WVVI Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Willamette Valley Vineyards (WVVI) stake by 0.19% in Q2 2026, selling an estimated $135 and leaving 25,866 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

Vanguard Fiduciary Trust first reported a position in WVVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $66.6K in Q1 2026. 36 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Vanguard Fiduciary Trust held 25,866 shares of Willamette Valley Vineyards worth $64.9K as of Q2 2026.
  • Vanguard Fiduciary Trust sold 50 Willamette Valley Vineyards shares in Q2 2026, an estimated $135.
  • Willamette Valley Vineyards made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3814 holding.
  • Vanguard Fiduciary Trust first reported a position in Willamette Valley Vineyards in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Willamette Valley Vineyards position peaked at $66.6K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.