Convert Vanguard Statements to CSV & Excel
Convert a Vanguard statement PDF into a clean spreadsheet — or fix the messy CSV Vanguard gives you — with holdings and activity properly structured.
We'll email you as soon as Vanguard conversion is ready.
Isn't there a Vanguard CSV already?
There is, but it's notoriously messy — funds grouped oddly by account number, duplicate rows, and warnings not to open it in Excel first. Many people give up and convert the PDF instead to get a clean, predictable table.
What you get
| Section | Fields extracted |
|---|---|
| Holdings | Fund/symbol, quantity, price, cost basis, value |
| Activity | Date, type, fund, amount |
| Income | Dividends, capital gains distributions |
| Summary | Beginning/ending balance |
How to convert your Vanguard statement
- 1 Download your Vanguard statement PDF.
- 2 Upload the PDF here.
- 3 Review the cleaned-up data.
- 4 Download your CSV or Excel file.
FAQ
Brokerage and mutual-fund accounts?
Both — Vanguard Brokerage Account statements and the older mutual-fund-account format.
Why not just use Vanguard's export?
You can, but it's messy and hard to import elsewhere. This produces a clean, single, predictable table.
Does it work on scanned or photographed statements?
Yes — scanned PDFs, faxed copies, and clear phone photos are supported via OCR, in addition to native digital PDFs. Image quality affects accuracy, so a straight, well-lit scan converts best.
Is my financial data safe?
Files are processed for conversion only and deleted automatically afterward — nothing is stored, sold, or shared. Transfer is encrypted (TLS), and we keep no copy of your statements after you download your spreadsheet.