Old Vanguard Annual Reports?

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berntson
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Old Vanguard Annual Reports?

Post by berntson » Tue Jul 15, 2014 10:01 am

Sorry if this should be obvious, but is there any way to download old annual reports (say, ten years old or more) for Vanguard's funds? Thanks!

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Sheepdog
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Location: Indiana, retired 1998 at age 65

Re: Old Vanguard Annual Reports?

Post by Sheepdog » Tue Jul 15, 2014 10:05 am

You could telephone Vanguard this morning to ask them.
Just because it isn't your fault doesn't mean it isn't your responsibility....Josh Reid Jones

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Barry Barnitz
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Re: Old Vanguard Annual Reports?

Post by Barry Barnitz » Tue Jul 15, 2014 10:52 am

Hi:

The SEC's EDGAR website provides access to historical documents. Our wiki page may provide you with some shortcuts for finding documents:

Vanguard SEC listings - Bogleheads
The SEC's EDGAR database of mutual fund filings provides a bountiful supply of historical mutual fund documents. Vanguard SEC listings attempts to explain the somewhat arcane way the EDGAR database organizes and reports filings.

Vanguard mutual funds are filed and organized at the SEC in a series of fund groups. These are explained, in fund documents, as a series of trusts that contain the mutual funds. [footnotes 1] These names are likely to be unfamiliar to mutual fund investors, who have probably never heard of such entities as the Vanguard Chester funds, or the Vanguard Valley Forge funds.

While a fund researcher can now search for an individual mutual fund on the EDGAR database, [1] researchers must realize that the fund documents are filed according to the group names. For example, a mutual fund's annual report will normally be included in one file document containing all of the annual reports of the funds in the fund group.

EDGAR uses acronym labels for common fund documents such as annual reports, prospectuses, portfolio holdings, and other reports
regards,
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