Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Vanguard US.
United States
Track your Vanguard US portfolio with Wealthfolio
Bring your eligible Vanguard US accounts into Wealthfolio. Track supported holdings, cash, and activity alongside investments at other institutions, with connection limitations shown below.
Brokerage sync is included in Wealthfolio Connect Essentials, from $7.99/mo. How Connect works
From your Vanguard US account to your whole investment picture
Keep your portfolio current
Keep supported balances, holdings, and activities up to date using the refresh options available for this connection.
Bring institutions together
See Vanguard US alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Vanguard US
- Available data
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- ADR, ETF, mutual fund, and stock holdings with account balances
- Buys, sells, deposits, withdrawals, dividends, and splits
- Eligible accounts
- Eligible Vanguard US basic trading accounts returned during connection setup. Holdings for 529 accounts are not supported.
- Available history
- Available transaction history can extend back to the account opening date.
- Updates
- Vanguard provides source data daily. Use Sync now to retrieve the available data while the connection is active; this is not an intraday feed.
How to connect Vanguard US
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
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Choose Vanguard US in Wealthfolio Connect and open SnapTrade's secure connection window.
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Review the terms and check that the browser is on SnapTrade's website.
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Enter your Vanguard sign-in details and complete any verification requested.
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Return to Wealthfolio and review the supported accounts, holdings, and activity. Reconnect if the connection has expired.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the Vanguard US sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- 529 account holdings are not supported
- Vanguard US provides source data once daily. Sync now retrieves the available data, but does not turn it into an intraday feed.
- Connections may disconnect frequently
Frequently asked questions
My 529 accounts are showing up, but no positions are appearing?
SnapTrade cannot retrieve positions from Vanguard 529 accounts at this time. Your account may appear, but its holdings will not sync to Wealthfolio. You can track those holdings manually.
Why does my Vanguard connection disconnect?
This connection may disconnect frequently. Reconnect when prompted to retrieve available data.
Does Sync now provide intraday Vanguard data?
Vanguard provides source data daily. Sync now retrieves the data currently available rather than an intraday feed.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Vanguard US?
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