13F

Stock

Willamette Vy Vineyard Inc

Ticker not mapped · held by 35 managers

Reported value

$1.41M

Holders

35

+1 new · −3 exited

Holders’ est. mark

−$176.3K

Price effect on 32 books still in the name

Largest holder

$511.2K

VANGUARD CAPITAL MANAGEMENT LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
VANGUARD CAPITAL MANAGEMENT LLC198.9K$511.2KHeld
Renaissance Technologies66.1K$169.8K−$31.7KCut−$39.6K
Next Capital Management LLC54.8K$140.8K−$26.3KCut−$26.3K
GEODE CAPITAL MANAGEMENT, LLC36.7K$94.4K−$17.6KCut−$21.6K
DIMENSIONAL FUND ADVISORS LP28.4K$73K−$13.6KCut−$22.5K
VANGUARD FIDUCIARY TRUST CO25.9K$66.6KHeld
Teton Advisors, LLC20.5K$52.7K−$9.84KCut−$9.84K
GABELLI FUNDS LLC20K$51.4K−$9.6KCut−$9.6K
EP Wealth Advisors, LLC15.8K$40.6K−$7.58KCut−$7.58K
Creative Planning15.6K$40.1K−$7.49KCut−$7.46K
JAMES INVESTMENT RESEARCH, INC.12.9K$33.2K−$6.2KCut−$6.2K
BlackRock, Inc.11.9K$30.5K−$5.24KCut−$2.73K
State Street10.7K$27.5K−$5.14KCut−$5.14K
WELLS FARGO & COMPANY/MN7.2K$18.5K−$3.46KCut−$11.1K
NewEdge Advisors, LLC12.9K$12.9K−$26.5KCut−$26.5K
Steward Partners Investment Advisory, LLC4.75K$12.2K−$2.28KCut−$2.36K
NATIONAL BANK OF CANADA /FI/2.1K$5.4K−$903Cut−$903
MORGAN STANLEY1.93K$4.95K−$924Cut−$924
Tower Research Capital LLC (TRC)1.77K$4.55K−$628Added$562
UBS Group AG1.52K$3.91K−$396Added$1.39K
JONES FINANCIAL COMPANIES LLLP1.29K$3.24K−$643Cut−$392
Allworth Financial LP877$2.25K−$421Cut−$1.03K
Clarity Asset Management, Inc.700$1.8K−$336Cut−$336
Farther Finance Advisors, LLC436$1.15K−$180Cut−$180
CWM, LLC406$1.04K$1.04KAdded$1.04K
US BANCORP \DE\400$1.03K−$192Cut−$192
ROYAL BANK OF CANADA301$1K$249Held
Parallel Advisors, LLC300$771−$144Cut−$144
SBI Securities Co., Ltd.162$416−$65Added$7
WOLFF WIESE MAGANA LLC144$371−$69Cut−$69
Atlantic Edge Private Wealth Management, LLC100$257−$48Cut−$48
Financially Speaking Inc100$257−$48Cut−$48
Arax Advisory Partners100$257−$48Cut−$48
OSAIC HOLDINGS, INC.100$257New
PRICE T ROWE ASSOCIATES INC /MD/10.8K$28−$6Cut−$6

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.