Mercer Global Advisors
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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
Q2 		$992K Buy
39,576
+2,100
+6% +$52.7K ﹤0.01% 1752
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 $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Mercer Global Advisors's VRIG Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 5.6% in Q2 2026, buying an estimated $52.7K and bringing the position to 39,576 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Mercer Global Advisors first reported a position in VRIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q2 2025. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Mercer Global Advisors held 39,576 shares of Invesco Variable Rate Investment Grade ETF worth $992K as of Q2 2026.
  • Mercer Global Advisors bought 2,100 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $52.7K.
  • Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1752 holding.
  • Mercer Global Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2023 and has held it in 12 quarters since.
  • Mercer Global Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $1.23M in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.