NasdaqCM - Delayed Quote • USD
Willamette Valley Vineyards, Inc. (WVVI)
At close: April 26 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 22.65% | % of Shares Held by All Insider |
| 12.45% | % of Shares Held by Institutions |
| 16.10% | % of Float Held by Institutions |
| 40 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 224.81k | Dec 31, 2023 | 4.53% | 995,917 |
| Renaissance Technologies, LLC | 82.95k | Dec 31, 2023 | 1.67% | 367,477 |
| Next Capital Management, LLC | 54.8k | Dec 31, 2023 | 1.10% | 242,763 |
| Dimensional Fund Advisors LP | 37.32k | Dec 31, 2023 | 0.75% | 165,345 |
| Geode Capital Management, LLC | 27.93k | Dec 31, 2023 | 0.56% | 123,707 |
| Teton Advisors, Inc | 23k | Dec 31, 2023 | 0.46% | 101,889 |
| Gabelli Funds, LLC | 20k | Dec 31, 2023 | 0.40% | 88,599 |
| Creative Planning | 15.6k | Dec 31, 2023 | 0.31% | 69,107 |
| Clearview Wealth Advisors, LLC | 15.57k | Mar 31, 2024 | 0.31% | 68,992 |
| State Street Corporation | 14.11k | Dec 31, 2023 | 0.28% | 62,516 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 152.43k | Dec 31, 2023 | 3.07% | 675,278 |
| Vanguard Extended Market Index Fund | 72.38k | Dec 31, 2023 | 1.46% | 320,638 |
| Teton Westwood Mighty Mites Fd | 23k | Dec 31, 2023 | 0.46% | 101,889 |
| Gabelli Small Cap Growth Fund | 20k | Dec 31, 2023 | 0.40% | 88,599 |
| Fidelity Extended Market Index Fund | 14.41k | Jan 31, 2024 | 0.29% | 63,818 |
| Price (T.Rowe) Extended Equity Market Index Fund | 10.85k | Dec 31, 2023 | 0.22% | 48,065 |
| iShares Micro Cap ETF | 10.02k | Feb 29, 2024 | 0.20% | 44,393 |
| Fidelity Total Market Index Fund | 6.46k | Jan 31, 2024 | 0.13% | 28,626 |
| DFA U.S. Core Equity 2 Portfolio | 6.26k | Jan 31, 2024 | 0.13% | 27,731 |
| Fidelity Series Total Market Index Fund | 4.33k | Jan 31, 2024 | 0.09% | 19,164 |
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