Direct Indexing & Tax-Loss Harvesting Overlay · Vendor file
Vanguard Personalized Indexing
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Advisor-facing direct indexing platform with automated year-round tax-loss harvesting
Active · verified September 2026
Categories Vanguard Personalized Indexing serves
The B4 Index places Vanguard Personalized Indexing in one category. Each category page lays out the build-versus-buy considerations for that decision.
Direct Indexing & Tax-Loss Harvesting Overlay AUM-based, quote-based for advisors
The B4 Index scores every software category on two axes, strategic differentiation and AI feasibility, to
classify it Build, Buy, Bridge, or Beware. Vendor facts here are independent of that call. See the full
methodology.