Willamette Valley Vineyards Inc (WVVI) Ownership

6.17 ↑0.04 (0.65%)
As of June 27, 2022, 10:15am EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Willamette Valley Vineyards Inc (WVVI), owning a total of 213 thousand shares. Combined, the top 101 institutional holders of WVVI own 58.82% of the company with a total of 2.9 million shares.

In the latest ownership report, the top 101 institutional holders have increased their combined ownership of WVVI by 341 thousand shares, a 10.45% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc4.299%4.129%213,4038,4612022-03-31
Vanguard Group Inc4.128%9.141%204,94217,1652021-12-31
Vanguard Group Inc3.782%2.212%187,7774,0632021-09-30
Vanguard Group Inc3.701%147.410%183,714109,4592021-06-30
Renaissance Technologies Corp3.364%29.886%167,01438,4292021-12-31
Renaissance Technologies Corp3.050%20.116%151,40325,3562021-03-31
Renaissance Technologies Corp3.046%-0.136%151,197-2062021-06-30
Renaissance Technologies Corp2.847%-15.362%141,357-25,6572022-03-31
Renaissance Technologies Corp2.590%-14.955%128,585-22,6122021-09-30
Vanguard Group Inc1.496%7.053%74,2554,8922021-03-31
Next Capital Management LLC1.104%-2.354%54,800-1,3212021-03-31
Next Capital Management LLC1.104%0.000%54,80002021-09-30
Next Capital Management LLC1.104%0.000%54,80002021-12-31
Next Capital Management LLC1.104%0.000%54,80002022-03-31
Dimensional Fund Advisors, Inc.0.880%0.083%43,672362021-12-31
Dimensional Fund Advisors, Inc.0.879%5.358%43,6362,2192021-09-30
Dimensional Fund Advisors, Inc.0.845%-3.909%41,965-1,7072022-03-31
Dimensional Fund Advisors, Inc.0.834%206.497%41,41727,9042021-06-30
Colony Group LLC0.536%0.000%26,60002021-03-31
Geode Capital Management, LLC0.521%0.772%25,8601982022-03-31
Geode Capital Management, LLC0.517%0.000%25,66225,6622021-06-30
Geode Capital Management, LLC0.517%0.000%25,66202021-09-30
Geode Capital Management, LLC0.517%0.000%25,66202021-12-31
Teton Advisors Inc0.463%0.000%23,00002021-03-31
Teton Advisors Inc0.463%0.000%23,00002021-06-30
Teton Advisors Inc0.463%0.000%23,00002021-09-30
Teton Advisors Inc0.463%0.000%23,00002021-12-31
Teton Advisors Inc0.463%0.000%23,00002022-03-31
Colony Group LLC0.462%0.000%22,92122,9212021-09-30
Colony Group LLC0.462%0.000%22,92102021-12-31
Colony Group LLC0.462%0.000%22,92102022-03-31
Clearview Wealth Advisors LLC0.437%-39.244%21,674-14,0002021-03-31
Gabelli Funds LLC0.403%0.000%20,00002021-03-31
Gabelli Funds LLC0.403%0.000%20,00002021-06-30
Gabelli Funds LLC0.403%0.000%20,00002021-09-30
Gabelli Funds LLC0.403%0.000%20,00002021-12-31
Gabelli Funds LLC0.403%0.000%20,00002022-03-31
Clearview Wealth Advisors LLC0.316%-27.683%15,674-6,0002021-06-30
Clearview Wealth Advisors LLC0.316%0.000%15,67402021-09-30
Clearview Wealth Advisors LLC0.314%-0.638%15,574-1002021-12-31
Clearview Wealth Advisors LLC0.314%0.000%15,57402022-03-31
Creative Planning Inc0.312%0.000%15,50015,5002022-03-31
Bank of America Corp0.307%0.257%15,245392021-12-31
Bank of America Corp0.306%828.894%15,20613,5692021-09-30
State Street Corporation0.284%2.917%14,1124002022-03-31
State Street Corporation0.276%1.480%13,7122002021-09-30
State Street Corporation0.276%0.000%13,71202021-12-31
Dimensional Fund Advisors, Inc.0.272%16.361%13,5131,9002021-03-31
State Street Corporation0.272%0.000%13,51213,5122021-06-30
BlackRock Inc0.271%4.263%13,4765512021-12-31
Bank of America Corp0.269%-12.378%13,358-1,8872022-03-31
BlackRock Inc0.266%1,560.580%13,18512,3912021-06-30
Bridgeway Capital Management, LLC0.262%0.000%13,00013,0002022-03-31
Advisor Group Holdings, Inc.0.260%65.909%12,9165,1312021-12-31
Navellier & Associates Inc0.257%15.760%12,7511,7362022-03-31
O'Shaughnessy Asset Management LLC0.240%22.978%11,9352,2302021-09-30
Navellier & Associates Inc0.222%0.000%11,01511,0152021-12-31
Advisor Group Holdings, Inc.0.220%-15.438%10,922-1,9942022-03-31
T. Rowe Price Associates, Inc.0.219%0.000%10,85002021-03-31
T. Rowe Price Associates, Inc.0.219%0.000%10,85002021-06-30
T. Rowe Price Associates, Inc.0.219%0.000%10,85002021-09-30
T. Rowe Price Associates, Inc.0.219%0.000%10,85002021-12-31
T. Rowe Price Associates, Inc.0.219%0.000%10,85002022-03-31
Citadel Advisors Llc0.205%0.000%10,19110,1912021-03-31
O'Shaughnessy Asset Management LLC0.196%0.000%9,7059,7052021-06-30
Advisor Group Holdings, Inc.0.176%384.944%8,7296,9292021-06-30
James Investment Research, Inc.0.170%5.567%8,4194442021-06-30
James Investment Research, Inc.0.170%0.000%8,41902021-09-30
James Investment Research, Inc.0.161%0.000%7,97502021-03-31
James Investment Research, Inc.0.160%-5.915%7,921-4982021-12-31
James Investment Research, Inc.0.160%0.000%7,92102022-03-31
Advisor Group Holdings, Inc.0.157%-10.815%7,785-9442021-09-30
UBS Group AG0.114%42.897%5,6631,7002022-03-31
Morgan Stanley - Brokerage Accounts0.108%8.081%5,3504002021-03-31
FMR Inc0.101%0.000%5,00302021-03-31
Wells Fargo & Co0.095%7.903%4,7243462022-03-31
Wells Fargo & Co0.088%29.603%4,3781,0002021-12-31
Morgan Stanley - Brokerage Accounts0.087%3.518%4,3261472021-12-31
Morgan Stanley - Brokerage Accounts0.084%14.493%4,1795292021-09-30
UBS Group AG0.080%218.313%3,9632,7182021-12-31
Morgan Stanley - Brokerage Accounts0.074%-31.776%3,650-1,7002021-06-30
UBS Group AG0.069%349.079%3,4132,6532021-03-31
Wells Fargo & Co0.068%85.252%3,3791,5552021-06-30
Wells Fargo & Co0.068%-0.030%3,378-12021-09-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC0.043%0.000%2,1452,1452021-06-30
Wells Fargo & Co0.037%0.055%1,82412021-03-31
Advisor Group Holdings, Inc.0.036%-18.182%1,800-4002021-03-31
Tower Research Capital LLC0.034%1,748.910%1,7011,6092021-12-31
Bank of America Corp0.033%1.237%1,637202021-06-30
Trust Co Of Vermont0.033%0.000%1,62502021-03-31
Bank of America Corp0.033%1.063%1,617172021-03-31
Financeware Inc0.031%0.000%1,5201,5202021-03-31
UBS Group AG0.025%-63.522%1,245-2,1682021-06-30
Royal Bank of Canada0.022%1,000.000%1,1001,0002021-03-31
BlackRock Inc0.016%0.000%79402021-03-31
Geneos Wealth Management Inc0.015%0.000%7507502021-03-31
Trust Co Of Vermont0.009%-73.846%425-1,2002021-06-30
U.S. Bancorp0.008%0.000%40002021-06-30
U.S. Bancorp0.008%0.000%40002021-09-30
Northwestern Mutual Wealth Management Co0.006%0.000%31502021-09-30
Parallel Advisors, LLC0.006%0.000%30002021-09-30

Mutual Fund Ownership

CI Disciplined Growth Private is the biggest individual fund holder of Willamette Valley Vineyards Inc (WVVI), owning a total of 226 thousand shares. Combined, the top 192 mutual fund holders of WVVI own 110.72% of the company with a total of 5.5 million shares.

In the latest ownership report, the top 192 mutual funds have increased their combined ownership of WVVI by 310 thousand shares, a 5.34% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CI Disciplined Growth Private4.543%25.298%225,53645,5362022-05-31
CI Disciplined Growth Private3.626%2.857%180,0005,0002022-04-30
CI Disciplined Growth Private3.525%4.167%175,0007,0002022-03-31
CI Disciplined Growth Private3.384%1.786%168,0002,9472022-02-28
CI Disciplined Growth Private3.203%6.000%159,0009,0002021-12-31
CI Disciplined Growth Private3.021%7.143%150,00010,0002021-11-30
CI Disciplined Growth Private2.820%1.449%140,0002,0002021-10-31
Vanguard Total Stock Mkt Idx Inv2.805%6.470%139,2318,4612022-01-31
Vanguard Total Stock Mkt Idx Inv2.805%0.000%139,23102022-02-28
Vanguard Total Stock Mkt Idx Inv2.805%0.000%139,23102022-03-31
Vanguard Total Stock Mkt Idx Inv2.805%0.000%139,23102022-04-30
Vanguard Total Stock Mkt Idx Inv2.805%0.000%139,23102022-05-31
CL Disciplined Growth Private2.780%2.222%138,0003,0002021-08-31
CI Disciplined Growth Private2.780%0.000%138,00002021-09-30
CL Disciplined Growth Private2.780%0.000%138,00002021-09-30
CL Disciplined Growth Private2.719%0.000%135,000135,0002021-06-30
CL Disciplined Growth Private2.719%0.000%135,00002021-07-31
Vanguard Total Stock Mkt Idx Inv2.634%13.635%130,77015,6912021-11-30
Vanguard Total Stock Mkt Idx Inv2.634%0.000%130,77002021-12-31
Vanguard Total Stock Mkt Idx Inv2.318%1.499%115,0791,7002021-10-31
Vanguard Total Stock Mkt Idx Inv2.284%0.077%113,379872021-09-30
Vanguard Total Stock Mkt Idx Inv2.282%3.720%113,2924,0632021-07-31
Vanguard Total Stock Mkt Idx Inv2.282%0.000%113,29202021-08-31
Vanguard Total Stock Mkt Idx Inv2.200%0.836%109,2299052021-06-30
Vanguard Extended Market Index Investor1.473%0.000%73,11902021-06-30
Vanguard Extended Market Index Investor1.473%0.000%73,11902021-07-31
Vanguard Extended Market Index Investor1.473%0.000%73,11902021-08-31
Vanguard Extended Market Index Investor1.471%-0.119%73,032-872021-09-30
Vanguard Extended Market Index Investor1.471%0.000%73,03202021-10-31
Vanguard Extended Market Index Investor1.471%0.000%73,03202021-11-30
Vanguard Extended Market Index Investor1.467%-0.310%72,806-2262021-12-31
Vanguard Extended Market Index Investor1.467%0.000%72,80602022-01-31
Vanguard Extended Market Index Investor1.467%0.000%72,80602022-02-28
Vanguard Extended Market Index Investor1.467%0.000%72,80602022-03-31
Vanguard Extended Market Index Investor1.467%0.000%72,80602022-04-30
Vanguard Extended Market Index Investor1.467%0.000%72,80602022-05-31
TETON Westwood Mighty Mites AAA0.463%0.000%23,00002021-03-31
TETON Westwood Mighty Mites AAA0.463%0.000%23,00002021-06-30
TETON Westwood Mighty Mites AAA0.463%0.000%23,00002021-09-30
TETON Westwood Mighty Mites AAA0.463%0.000%23,00002021-12-31
TETON Westwood Mighty Mites AAA0.463%0.000%23,00002022-03-31
Gabelli Small Cap Growth AAA0.403%0.000%20,00002021-03-31
Gabelli Small Cap Growth AAA0.403%0.000%20,00002021-06-30
Gabelli Small Cap Growth AAA0.403%0.000%20,00002021-09-30
Gabelli Small Cap Growth AAA0.403%0.000%20,00002021-12-31
Gabelli Small Cap Growth AAA0.403%0.000%20,00002022-03-31
Fidelity® Extended Market Index0.278%0.000%13,80913,8092021-05-31
Fidelity® Extended Market Index0.278%0.000%13,80902021-06-30
Fidelity® Extended Market Index0.278%0.000%13,80902021-07-31
Fidelity® Extended Market Index0.278%0.000%13,80902021-08-31
Fidelity® Extended Market Index0.278%0.000%13,80902021-09-30
Fidelity® Extended Market Index0.278%0.000%13,80902021-10-31
Fidelity® Extended Market Index0.277%-0.254%13,774-352021-11-30
Fidelity® Extended Market Index0.277%0.000%13,77402021-12-31
Fidelity® Extended Market Index0.277%0.000%13,77402022-01-31
Fidelity® Extended Market Index0.277%0.000%13,77402022-02-28
Fidelity® Extended Market Index0.277%0.000%13,77402022-03-31
Fidelity® Extended Market Index0.277%0.000%13,77402022-04-30
iShares Micro-Cap ETF0.233%0.000%11,57702021-12-29
iShares Micro-Cap ETF0.233%0.000%11,57702021-12-31
iShares Micro-Cap ETF0.232%0.000%11,51202021-06-30
iShares Micro-Cap ETF0.232%0.000%11,51202021-07-30
iShares Micro-Cap ETF0.232%0.000%11,51202021-11-30
iShares Micro-Cap ETF0.231%0.000%11,44702021-10-29
iShares Micro-Cap ETF0.228%-0.571%11,317-652022-01-31
iShares Micro-Cap ETF0.227%0.000%11,25202021-08-31
iShares Micro-Cap ETF0.227%0.000%11,25202021-09-30
iShares Micro-Cap ETF0.225%0.000%11,18702022-02-28
iShares Micro-Cap ETF0.221%0.000%10,99202022-03-31
iShares Micro-Cap ETF0.220%0.000%10,92702022-04-28
iShares Micro-Cap ETF0.220%0.000%10,92702022-04-29
iShares Micro-Cap ETF0.220%0.000%10,92702022-05-31
T. Rowe Price Extended Equity Market Idx0.219%0.000%10,85002021-06-30
T. Rowe Price Extended Equity Market Idx0.219%0.000%10,85002021-09-30
T. Rowe Price Extended Equity Market Idx0.219%0.000%10,85002021-12-31
T. Rowe Price Extended Equity Market Idx0.219%0.000%10,85002022-03-31
VT De Lisle America B USD0.201%0.000%10,00002021-06-30
VT De Lisle America B USD0.201%0.000%10,00002021-07-31
VT De Lisle America B USD0.201%0.000%10,00002021-08-31
VT De Lisle America B USD0.201%0.000%10,00002021-09-30
VT De Lisle America B USD0.201%0.000%10,00002021-10-31
VT De Lisle America B USD0.201%0.000%10,00002021-11-30
VT De Lisle America B USD0.201%0.000%10,00002021-12-31
VT De Lisle America B USD0.201%0.000%10,00002022-02-28
VT De Lisle America B USD0.201%0.000%10,00002022-03-31
VT De Lisle America B USD0.201%0.000%10,00002022-04-30
VT De Lisle America B USD0.201%0.000%10,00002022-05-31
DFA US Small Cap Value I0.182%35.832%9,0262,3812021-07-31
DFA US Small Cap Value I0.182%0.000%9,02602021-08-31
DFA US Small Cap Value I0.178%-2.216%8,826-2002021-09-30
DFA US Small Cap Value I0.178%0.000%8,82602021-10-31
DFA US Small Cap Value I0.178%0.000%8,82602021-11-30
DFA US Small Cap Value I0.178%0.000%8,82602021-12-31
DFA US Small Cap Value I0.178%0.000%8,82602022-01-31
DFA US Small Cap Value I0.178%0.000%8,82602022-02-28
DFA US Small Cap Value I0.178%0.000%8,82602022-03-31
DFA US Small Cap Value I0.178%0.000%8,82602022-04-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.161%166.667%8,0005,0002022-03-31
DFA US Small Cap Value I0.134%68.569%6,6452,7032021-06-30
Fidelity® Total Market Index0.130%0.000%6,4626,4622021-05-31
Fidelity® Total Market Index0.130%0.000%6,46202021-06-30
Fidelity® Total Market Index0.130%0.000%6,46202021-07-31
Fidelity® Total Market Index0.130%0.000%6,46202021-08-31
Fidelity® Total Market Index0.130%0.000%6,46202021-09-30
Fidelity® Total Market Index0.130%0.000%6,46202021-10-31
Fidelity® Total Market Index0.130%0.000%6,46202021-11-30
Fidelity® Total Market Index0.130%0.000%6,46202021-12-31
Fidelity® Total Market Index0.130%0.000%6,46202022-01-31
Fidelity® Total Market Index0.130%0.000%6,46202022-02-28
Fidelity® Total Market Index0.130%0.000%6,46202022-03-31
Fidelity® Total Market Index0.130%0.000%6,46202022-04-30
DFA US Core Equity 2 I0.126%0.000%6,26002021-05-31
DFA US Core Equity 2 I0.126%0.000%6,26002021-06-30
DFA US Core Equity 2 I0.126%0.000%6,26002021-07-31
DFA US Core Equity 2 I0.126%0.000%6,26002021-08-31
DFA US Core Equity 2 I0.126%0.000%6,26002021-09-30
DFA US Core Equity 2 I0.126%0.000%6,26002021-10-31
DFA US Core Equity 2 I0.126%0.000%6,26002021-11-30
DFA US Core Equity 2 I0.126%0.000%6,26002021-12-31
DFA US Core Equity 2 I0.126%0.000%6,26002022-01-31
DFA US Core Equity 2 I0.126%0.000%6,26002022-02-28
DFA US Core Equity 2 I0.126%0.000%6,26002022-03-31
DFA US Core Equity 2 I0.126%0.000%6,26002022-04-30
Fidelity® Series Intrinsic Opps0.101%0.000%5,00002021-01-31
Fidelity® Series Intrinsic Opps0.101%0.000%5,00002021-05-31
Bridgeway Omni Small-Cap Value0.101%0.000%5,0005,0002022-03-31
Bridgeway Omni Small-Cap Value N0.101%0.000%5,0005,0002022-03-31
NT Ext Equity Mkt Idx Fd - NL0.090%4,095.330%4,4894,3822021-06-30
NT Ext Equity Mkt Idx Fd - NL0.090%0.000%4,48902021-09-30
NT Ext Equity Mkt Idx Fd - NL0.090%0.000%4,48902021-12-31
NT Ext Equity Mkt Idx Fd - NL0.090%0.000%4,48902022-03-31
DFA US Targeted Value I0.089%29.481%4,3921,0002021-06-30
DFA US Targeted Value I0.089%0.000%4,39202021-07-31
DFA US Targeted Value I0.089%0.000%4,39202021-08-31
DFA US Targeted Value I0.089%0.000%4,39202021-09-30
DFA US Targeted Value I0.089%0.000%4,39202021-10-31
DFA US Targeted Value I0.089%0.000%4,39202021-11-30
DFA US Targeted Value I0.089%0.000%4,39202021-12-31
DFA US Targeted Value I0.089%0.000%4,39202022-01-31
DFA US Targeted Value I0.089%0.000%4,39202022-02-28
DFA US Targeted Value I0.089%0.000%4,39202022-03-31
DFA US Targeted Value I0.089%0.000%4,39202022-04-30
Fidelity® Series Total Market Index0.087%0.000%4,3264,3262021-05-31
Fidelity® Series Total Market Index0.087%0.000%4,32602021-06-30
Fidelity® Series Total Market Index0.087%0.000%4,32602021-07-31
Fidelity® Series Total Market Index0.087%0.000%4,32602021-08-31
Fidelity® Series Total Market Index0.087%0.000%4,32602021-09-30
Fidelity® Series Total Market Index0.087%0.000%4,32602021-10-31
Fidelity® Series Total Market Index0.087%0.000%4,32602021-11-30
Fidelity® Series Total Market Index0.087%0.000%4,32602021-12-31
Fidelity® Series Total Market Index0.087%0.000%4,32602022-01-31
Fidelity® Series Total Market Index0.087%0.000%4,32602022-02-28
Fidelity® Series Total Market Index0.087%0.000%4,32602022-03-31
Fidelity® Series Total Market Index0.087%0.000%4,32602022-04-30
DFA US Small Cap Value I0.079%0.000%3,9423,9422021-05-31
DFA US Micro Cap I0.078%0.000%3,86802021-05-31
DFA US Micro Cap I0.078%0.000%3,86802021-06-30
DFA US Micro Cap I0.078%0.000%3,86802021-07-31
DFA US Micro Cap I0.078%0.000%3,86802021-08-31
DFA US Micro Cap I0.078%0.000%3,86802021-09-30
DFA US Micro Cap I0.078%0.000%3,86802021-10-31
DFA US Micro Cap I0.078%0.000%3,86802021-11-30
DFA US Micro Cap I0.078%0.000%3,86802021-12-31
DFA US Micro Cap I0.078%0.000%3,86802022-01-31
DFA US Micro Cap I0.078%0.000%3,86802022-02-28
DFA US Micro Cap I0.078%0.000%3,86802022-03-31
DFA US Micro Cap I0.078%0.000%3,86802022-04-30
SSgA U.S. Extended Market Index Class I0.069%0.000%3,41202021-06-30
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-06-30
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-07-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-08-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.069%1.366%3,413462021-09-30
SSgA U.S. Extended Market Index Class I0.069%0.000%3,41202021-09-30
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-09-30
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-10-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-11-30
SSgA U.S. Extended Market Index Class I0.069%0.000%3,41202021-12-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202021-12-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202022-01-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202022-02-28
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202022-03-31
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202022-04-30
State St US Extended Mkt Indx NL Cl C0.069%0.000%3,41202022-05-31
DFA US Targeted Value I0.068%0.000%3,3923,3922021-05-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.067%0.693%3,343232022-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.067%-2.754%3,319-942021-12-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.060%0.000%3,0003,0002021-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.060%0.000%3,00002021-06-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.060%0.000%3,00002021-09-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.060%0.000%3,00002021-12-31
Northern Trust Extended Eq Market Idx0.051%0.000%2,52602021-06-30
NT Ext Equity Mkt Idx Fd - L0.051%0.000%2,52602021-06-30

Discussions

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delaina

$WVVI my put options are fine

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a

$WVVI Slapping that ask today

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aussie713

$WVVI how much did you make this past week?

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