Vanguard Global Advisers
REFI

Vanguard Global Advisers’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Vanguard Global Advisers’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69K Hold
6,440
– – ﹤0.01% 2952
2026
Q1 		$72.9K Buy
+6,440
New +$78.5K ﹤0.01% 2855

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Global Advisers's REFI Position: Q2 2026 in Review

Vanguard Global Advisers held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 6,440 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Vanguard Global Advisers first reported a position in REFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $72.9K in Q1 2026. 99 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Vanguard Global Advisers held 6,440 shares of Chicago Atlantic Real Estate Finance worth $69K as of Q2 2026.
  • Vanguard Global Advisers left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #2952 holding.
  • Vanguard Global Advisers first reported a position in Chicago Atlantic Real Estate Finance in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Global Advisers's Chicago Atlantic Real Estate Finance position peaked at $72.9K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.