Vanguard Dividend Tracker

Vanguard tracking in YieldLens is via CSV import. Create an activity report, download it as CSV, and upload it — YieldLens detects the Vanguard format and maps your holdings and transactions, including dividends, into your income history.

How to track your Vanguard dividends

1. 1On the Vanguard dashboard, click Activity, then Create report.
2. 2Choose your start and end dates and select CSV for the output, then create and download the report.
3. 3Upload the CSV to YieldLens and choose Vanguard > Transaction History.

Good to know

• Use the CSV, not the Excel export — Vanguard’s Excel file leaves the ticker symbol off dividend rows, so it can’t be matched to your holdings. The CSV keeps the ticker on every row.
• A live sync is not available for Vanguard right now.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.