While direct indexing has been a hot topic for the past couple of years, many advisors and investors are still trying to assess what it is, if it's right for them, and where it might fit into their portfolios. Head of Vanguard Personalized Indexing Emily LeStrange works with advisors to understand where direct indexing fits into an advisor's practice – and whether the benefits of direct indexing outweigh the challenges.

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Here are some additional resources to learn more about Vanguard and its direct-indexing offering:

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Vanguard's Approach to Direct Indexing