Mercer Global Advisors
VRIG icon

Mercer Global Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Mercer Global Advisors’s Portfolio VRIG Stock Details VRIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$938K Sell
37,476
-353
-0.9% -$8.87K ﹤0.01% 1597
2025
Q4 		$950K Buy
37,829
+353
+0.9% +$8.86K ﹤0.01% 1483
2025
Q3 		$941K Sell
37,476
-11,470
-23% -$288K ﹤0.01% 1414
2025
Q2 		$1.23M Buy
48,946
+31,433
+179% +$787K ﹤0.01% 1110
2025
Q1 		$439K Buy
17,513
+4,229
+32% +$106K ﹤0.01% 1543
2024
Q4 		$334K Buy
13,284
+96
+0.7% +$2.41K ﹤0.01% 1684
2024
Q3 		$331K Buy
13,188
+96
+0.7% +$2.41K ﹤0.01% 1570
2024
Q2 		$329K Sell
13,092
-793
-6% -$19.9K ﹤0.01% 1531
2024
Q1 		$348K Buy
13,885
+2,735
+25% +$68.6K ﹤0.01% 1483
2023
Q4 		$279K Buy
11,150
+100
+0.9% +$2.5K ﹤0.01% 1646
2023
Q3 		$276K Buy
+11,050
New +$276K ﹤0.01% 1583

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return