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Direct indexing provides several potential benefits. Investors can personalize portfolios by removing select companies from an index and tax-loss harvesting opportunities are optimized. Just Invest's technology will only be available to advisers at first. Will Vanguard offer direct indexing for retail clients, and if so, what will be the cost?
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Investors can personalize portfolios by removing select companies from an index and tax-loss harvesting opportunities are optimized. Just Invest's technology will only be available to advisers at first.
Will Vanguard offer direct indexing for retail clients, and if so, what will be the cost?