Vanguard Internal terms

Question 1

VIE

Answer 1

Vanguard Institutional Experience

Question 2

MPM

Answer 2

My Plan Manager

Question 3

IIG

Answer 3

Institutional Investor Group

Question 4

IDDE

Answer 4

Institutional Direct Digital Experience

previous name for VIE

Question 5

IDCE

Answer 5

Institutional Direct Client Experience

previous name for VIE

Question 6

IO

Answer 6

Investment Only
(does not include 401k plan management, etc)

Question 7

AUM

Answer 7

Assets Under Management

Question 8

CIO

Answer 8

Chief Investment Officer, or Corporate Investment Only

Question 9

CRA

Answer 9

Client Relations Administrator

Question 10

CSA

Answer 10

Client Service Analyst

Question 11

CXD

Answer 11

Client Experience & Digital

Question 12

DB

Answer 12

Defined Benefit

example: pension

Question 13

DC

Answer 13

Defined Contribution

example: 401k, 403b, etc

Question 14

FAS

Answer 14

Financial Advisor Services

Question 15

ITWS

Answer 15

Institutional Trading Website

Question 16

LT

Answer 16

Large Transaction

may trigger additional approvals for institutional clients

Question 17

OCIO

Answer 17

Outsourced Chief Investment Officer

Question 18

Plan Sponsor

Answer 18

Clients that set up a healthcare or retirement plan for the benefit of their organization’s employees

Question 19

OWL

Answer 19

Our Wisdom Library

Question 20

RIG

Answer 20

Retail Investment Group

Question 21

TDF

Answer 21

Target Date Fund

A type of mutual fund that is meant to help save for a goal like college enrollment or retirement

Question 22

VIAS

Answer 22

Vanguard Institutional Advisory Services

Question 23

NIGO

Answer 23

Not In Good Order

Question 24

OKR

Answer 24

Objectives and Key Results

Question 25

ETF

Answer 25

Exchange-Traded Funds

Question 26

ESA

Answer 26

External Security Administrator