Excel Download of a Vanguard Mutual Fund holdings?

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Explorer
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Joined: Thu Oct 13, 2016 7:54 pm

Excel Download of a Vanguard Mutual Fund holdings?

Post by Explorer » Mon May 06, 2019 7:28 am

Does anyone know how to download , say Vanguard Wellesley, fund holdings from their website into excel?

Apologies if this is already asked before.

Thanks in advance.

retiringwhen
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Location: New Jersey, USA

Re: Excel Download of a Vanguard Mutual Fund holdings?

Post by retiringwhen » Mon May 06, 2019 7:31 am

At the top right section of any balances and holding page, there is a download button, choose that, then choose to download a .csv file for import into Excel and choose the timeframe and funds you want to include in the file... easy peasy..... been doing it for decades.....

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prudent
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Re: Excel Download of a Vanguard Mutual Fund holdings?

Post by prudent » Mon May 06, 2019 7:47 am

OP is asking how to download what the mutual fund holds.

retiringwhen
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Location: New Jersey, USA

Re: Excel Download of a Vanguard Mutual Fund holdings?

Post by retiringwhen » Mon May 06, 2019 8:49 am

Of course, I failed reading comprehension this morning. I don't know how to get them into Excel either outside some scraping of the holdings pages on the website (that would be ugly as you have page it...)

Another option is to look at the EDGAR submission that I believe are done monthly. I haven't tried in the past but often those data are in good form for import.

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