How to Get Institutional Portfolio Statistics in Excel

Get institutional portfolio statistics directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

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EXCEL FORMULA
=FDN("InstitutionalPortfolioStatistics", "0000102909", "", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMNOPQR
1investor_namecentral_index_keyperiod_of_reportportfolio_sizeadded_securitiesremoved_securitiesportfolio_valuesales_valuepurchases_valuechange_in_portfolio_valuepercentage_change_in_portfolio_valueportfolio_turnoverperiod_returnperiod_rate_of_returnannual_returnannual_rate_of_returnreturn_since_inceptionrate_of_return_since_inception
2VANGUARD GROUP INC00001029092025-12-3143291231386897676080636.012300424248.012054855185.0217282055121.03.252533522590380.17756360205474379790543869.36321.19439876696812829873095481.89114.454679302853744785937460972.04703.30351085862
3VANGUARD GROUP INC00001029092025-09-3043442121426680394025515.020421790017.04130409485.0502264451565.08.12971702119670.0642439149883716475198919554.9447.69163083854074836772313858.64314.983892506091944706146917102.74694.92411396777
4VANGUARD GROUP INC00001029092025-06-3042741451516178129573950.013650218762.07361905128.0647009852521.011.6976287823660.125745125793937546432530538.3859.87923888939455600935738066.46611.544118012163544230947997547.74645.01995044219
5VANGUARD GROUP INC00001029092025-03-3142801101235531119721429.09089629128.02991446122.0-210087524297.0-3.659291770966780.0530759288781526-271548898480.802-4.72982226313036-87330286081.6955-1.7297562128578943684515467009.34587.63501702267
6VANGUARD GROUP INC00001029092024-12-314293851425741207245726.045133578522.039377891452.0156728356022.02.806499211787820.69537317176421986689762246.11571.55233395914423580040287300.34812.69343002767243956064365490.14616.1523811776
ABCDEF
1investor_nameVANGUARD GROUP INCVANGUARD GROUP INCVANGUARD GROUP INCVANGUARD GROUP INCVANGUARD GROUP INC
2central_index_key00001029090000102909000010290900001029090000102909
3period_of_report2025-12-312025-09-302025-06-302025-03-312024-12-31
4portfolio_size43294344427442804293
5added_securities12321214511085
6removed_securities138142151123142
7portfolio_value6897676080636.06680394025515.06178129573950.05531119721429.05741207245726.0
8sales_value12300424248.020421790017.013650218762.09089629128.045133578522.0
9purchases_value12054855185.04130409485.07361905128.02991446122.039377891452.0
10change_in_portfolio_value217282055121.0502264451565.0647009852521.0-210087524297.0156728356022.0
11percentage_change_in_portfolio_value3.252533522590388.129717021196711.697628782366-3.659291770966782.80649921178782
12portfolio_turnover0.1775636020547430.06424391498837160.1257451257939370.05307592887815260.695373171764219
13period_return79790543869.3632475198919554.944546432530538.385-271548898480.80286689762246.1157
14period_rate_of_return1.194398766968127.691630838540749.87923888939455-4.729822263130361.55233395914423
15annual_return829873095481.891836772313858.643600935738066.466-87330286081.6955580040287300.348
16annual_rate_of_return14.454679302853714.983892506091911.5441180121635-1.7297562128578912.693430027672
17return_since_inception44785937460972.044706146917102.744230947997547.743684515467009.343956064365490.1
18rate_of_return_since_inception4703.303510858624694.924113967774645.019950442194587.635017022674616.1523811776
The formula provides statistics about an institutional investor's portfolio. It gives information on how many securities the investor currently holds, the portfolio's worth, the rate of return, and other valuable information.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "InstitutionalPortfolioStatistics".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

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Access 80+ financial datasets directly in Excel using simple formulas.

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