# vanguard-advisor-tools

Connects Vanguard's advisor connector to Claude Code for industry-wide fund and ETF research before client meetings.

- plugin · `type=plugin` · Claude Code
- Author: Vanguard
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/Vanguard-oss/vanguard-advisor-tools
- Updated: 2026-09-16
- HTML: https://affpapa.org/en/nevibecode/plugins/vanguard-advisor-tools

## What it does

This plugin connects Claude Code with Vanguard advisor tooling. It lets you inspect market funds, evaluate industry ETFs, and run side-by-side asset comparisons directly from the terminal prompt.

The integration is structured to help advisors assemble notes for investor meetings. Because the connector operates via the official Anthropic registry, you need access to the marketplace catalog to set it up.

## Install

### Claude Code (native platform)

**Plugin marketplace**
In the agent chat (not a shell):
```text
/plugin install vanguard-advisor-tools@claude-plugins-official
```
In the agent chat (not a shell):
```text
/plugin marketplace add anthropics/claude-plugins-official
```

## When to use it
- compare mutual funds and ETFs against industry peers
- gather asset metrics before investor consultations
- research market indicators across fund families inside Claude Code

## Example prompts
- Compare fee structures and holdings for leading index ETFs
- Pull fund data to help outline an upcoming client portfolio review

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md