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Vanguard fund shares converted from investor to admiral

General questions about using Fund Manager that do not fit into any other forum.

Postby rmiz » Sun Jun 08, 2025 1:48 pm

Does any know how to enter shares converted from investor to admiral?

Reg
rmiz
 
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Postby rmiz » Sun Jun 08, 2025 2:39 pm

I am okay doing this transaction. Thanks
rmiz
 
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Postby Mark » Mon Jun 09, 2025 9:45 am

Okay. For anyone else interested, the best way to record this is with a split and a change of investment properties for the name/symbol/cusip. For example, if you had 500.1 shares, and ended up with 355.6 admiral shares, record a split with a ratio of 500.1 for 355.6.
Thanks,
Mark
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