WVVI institutional holders

WILLAMETTE VY VINEYARD I · 13F, 2026Q2

Managers holding35
Shares held548,622
Reported value$1.4m
Quarter flows4 new, 7 added, 6 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VANGUARD CAPITAL MANAGEMENT LLC198,896$499,2290.0%
RENAISSANCE TECHNOLOGIES LLC63,352$159,0140.0%
Next Capital Management LLC54,800$137,5480.0%
GEODE CAPITAL MANAGEMENT, LLC35,798$89,8870.0%
DIMENSIONAL FUND ADVISORS LP27,905$70,0420.0%
VANGUARD FIDUCIARY TRUST CO25,866$64,9240.0%
Teton Advisors, LLC20,500$51,4550.0%
GABELLI FUNDS LLC20,000$50,2000.0%
EP Wealth Advisors, LLC16,168$40,5820.0%
CITADEL ADVISORS LLC14,417$36,1870.0%
NewEdge Advisors, LLC12,921$32,4320.0%
JAMES INVESTMENT RESEARCH, INC.12,921$32,4320.0%
PRICE T ROWE ASSOCIATES INC /MD/10,850$28,0000.0%
STATE STREET CORP10,700$26,8570.0%
Steward Partners Investment Advisory, LLC5,049$12,6730.0%
Farther Finance Advisors, LLC3,760$9,4370.0%
Tower Research Capital LLC (TRC)2,340$5,8730.0%
WELLS FARGO & COMPANY/MN2,200$5,5220.0%
NATIONAL BANK OF CANADA /FI/2,100$5,0400.0%
MORGAN STANLEY1,930$4,8450.0%
UBS Group AG1,869$4,6910.0%
JONES FINANCIAL COMPANIES LLLP1,190$2,6060.0%
Allworth Financial LP877$2,2020.0%
FMR LLC400$1,0040.0%
US BANCORP \DE\400$1,0040.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WVVI"). WVVI price history · All 13F data

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