NasdaqCM - Nasdaq Real Time Price • USD
Willamette Valley Vineyards, Inc. (WVVI)
As of 10:56 AM EDT. Market Open.
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% | 1,000,435 |
| Renaissance Technologies, LLC | 82.95k | Dec 31, 2023 | 1.67% | 369,144 |
| Next Capital Management, LLC | 54.8k | Dec 31, 2023 | 1.10% | 243,865 |
| Dimensional Fund Advisors LP | 37.32k | Dec 31, 2023 | 0.75% | 166,095 |
| Geode Capital Management, LLC | 27.93k | Dec 31, 2023 | 0.56% | 124,269 |
| Teton Advisors, Inc | 23k | Dec 31, 2023 | 0.46% | 102,352 |
| Gabelli Funds, LLC | 20k | Dec 31, 2023 | 0.40% | 89,001 |
| Creative Planning | 15.6k | Dec 31, 2023 | 0.31% | 69,421 |
| Clearview Wealth Advisors, LLC | 15.57k | Mar 31, 2024 | 0.31% | 69,305 |
| State Street Corporation | 14.11k | Dec 31, 2023 | 0.28% | 62,799 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 152.43k | Dec 31, 2023 | 3.07% | 678,342 |
| Vanguard Extended Market Index Fund | 72.38k | Dec 31, 2023 | 1.46% | 322,093 |
| Teton Westwood Mighty Mites Fd | 23k | Dec 31, 2023 | 0.46% | 102,352 |
| Gabelli Small Cap Growth Fund | 20k | Dec 31, 2023 | 0.40% | 89,001 |
| Fidelity Extended Market Index Fund | 14.34k | Feb 29, 2024 | 0.29% | 63,801 |
| Price (T.Rowe) Extended Equity Market Index Fund | 10.85k | Dec 31, 2023 | 0.22% | 48,283 |
| iShares Micro Cap ETF | 10.02k | Feb 29, 2024 | 0.20% | 44,594 |
| DFA U.S. Core Equity 2 Portfolio | 6.26k | Jan 31, 2024 | 0.13% | 27,857 |
| Fidelity Total Market Index Fund | 6.46k | Feb 29, 2024 | 0.13% | 28,756 |
| Fidelity Series Total Market Index Fund | 4.33k | Feb 29, 2024 | 0.09% | 19,251 |
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