f/reports/xcheck_official
Greg Pomerantz 6536c9903e Tier-3 verification: cross-check distributions against SEC filings
scripts/verify_official.py locates each fund's latest N-CSR/N-CSRS/10-K/10-Q
via EDGAR full-text search (full fund-name phrase first, then ticker +
name words, then bare ticker), extracts the fund's Financial Highlights
tables (both Vanguard-style and Victory-style layouts, calendar and
non-calendar fiscal years, M/D/YY and month-name headers), matches the
share class by per-share distribution series + NAV magnitude, and
compares per period window against the local Yahoo CSVs (frozen copies
for stale tickers). Per-symbol JSONs + SUMMARY.md land in
reports/xcheck_official/; results are cached per fund.

Run on the 29 curated funds: 8 ok (exact to 3dp, e.g. VTSAX 2021-2026H1),
1 mismatch (CVSIX FY2009: local 1.104 vs official 0.81 - the Yahoo
2008-12-18 row of 0.292 looks spurious), 3 weak-match (uncovered doc
formats, e.g. Leuthold), 17 not-found (mostly ETF families whose
10-K layouts aren't covered yet).
2026-08-31 14:41:03 -04:00
..
agg.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
atesx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
atrfx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
bnd.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
cosix.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
cvsix.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
eagmx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
efa.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
egrsx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
gld.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
iwm.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
jlpsx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
lamhx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
lcorx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
lcrix.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
mbxix.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
pmaix.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
pmfkx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
pmorx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
qqq.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
qspnx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
schd.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
shv.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
slv.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
SUMMARY.md Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
svarx.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
vea.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
vti.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
vtsax.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00
vwo.json Tier-3 verification: cross-check distributions against SEC filings 2026-08-31 14:41:03 -04:00