Vanguard Portfolio Management
REFI

Vanguard Portfolio Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Vanguard Portfolio Management’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 		$1.35M Buy
125,772
+21,439
+21% +$246K ﹤0.01% 2872
2026
Q1 		$1.18M Buy
+104,333
New +$1.27M ﹤0.01% 2755

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 $3.38T AUM 44.17% 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 $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Vanguard Portfolio Management's REFI Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Chicago Atlantic Real Estate Finance (REFI) stake by 21% in Q2 2026, buying an estimated $246K and bringing the position to 125,772 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Vanguard Portfolio Management first reported a position in REFI in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Vanguard Portfolio Management held 125,772 shares of Chicago Atlantic Real Estate Finance worth $1.35M as of Q2 2026.
  • Vanguard Portfolio Management bought 21,439 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $246K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2872 holding.
  • Vanguard Portfolio Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.