CAPITAL CITY TRUST CO/FL EDV — VANGUARD WORLD FD

Ownership history in CAPITAL CITY TRUST CO/FL  ·  4 quarters on record

AI Ownership Summary

CAPITAL CITY TRUST CO/FL reported VANGUARD WORLD FD (EDV) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 10.32% in 2026 Q2. The latest visible filing shows EDV at 9.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL CITY TRUST CO/FL's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EDV was reported at 9.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.32% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDV stock page CAPITAL CITY TRUST CO/FL fund profile CAPITAL CITY TRUST CO/FL full holdings
How CAPITAL CITY TRUST CO/FL held EDV — position size vs. price
% of Fund (quarterly)    EDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 798,918 +34,203 +4.5% 9.16% $44.3M 2026-10-22 $59.43
2026 Q2 ADDED — — — 764,715 +101,059 +15.2% 10.32% $49.8M 2026-08-04 $59.62
2026 Q1 UNCHANGED — — — 663,656 — 0% 9.85% $43.1M 2026-05-01 $61.86
2025 Q4 INITIATED — — — 663,656 — — 9.59% $43.1M 2026-02-03 $62.32

🏢 Other funds also holding EDV

As of 2026 Q3 — sorted by position size

Professional Financial Management, Inc. 6.99% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 3.15% Fluent Financial, LLC 3Y 7Y 1.41% Englebert Financial Advisers, LLC 1.37% Fermata Advisors, LLC 3Y 1.13% Mills Wealth Advisors LLC 1.12% Decker Retirement Planning Inc. 0.61% SBI Securities Co., Ltd. 0.61% RHS Financial, LLC 3Y 7Y 0.5% GREENBERG FINANCIAL GROUP 0.42%

FAQ About CAPITAL CITY TRUST CO/FL and EDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL CITY TRUST CO/FL reported owning EDV?

CAPITAL CITY TRUST CO/FL reported EDV across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported EDV position in CAPITAL CITY TRUST CO/FL's portfolio?

The largest reported portfolio weight for EDV was 10.32% in 2026 Q2.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q3, when CAPITAL CITY TRUST CO/FL reported 798,918 shares, equal to 9.16% of portfolio, with an estimated market value of $44.3M.

What does the chart on this EDV ownership page compare?

The chart compares CAPITAL CITY TRUST CO/FL's quarterly EDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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