SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Vantage Consulting Group Inc

CIK 0001843547 · 3500 PACIFIC AVE, VIRGINIA BEACH, VA, 23451 · 757-491-1200

Reported Value
$498M
Q1 2021
Positions
99
Filings on Record
21
2019–present window
Filed
May 14, 2021
original filing

Summary

Vantage Consulting Group Inc reported $498M in U.S.-listed holdings across 99 positions for Q1 2021.

The portfolio is heavily concentrated: RPRX alone accounts for 76.2% of reported value.

Compared with Q4 2020, the fund opened 5 new positions and exited 1790.

Portfolio Metrics

Turnover
+3.6%
vs prior filed quarter
Top-10 Concentration
+94.8%
share of reported value
Largest Position
+76.2%
Royalty Pharma
New / Exited
5 / 1790
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $1.2BQ4 ’20Q1 ’21: $498MQ2 ’21: $575MQ3 ’21: $467MQ3 ’21Q4 ’21: $372MQ1 ’22: $256MQ2 ’22: $178MQ2 ’22Q3 ’22: $171MQ4 ’22: $169MQ1 ’23: $176MQ1 ’23Q2 ’23: $174MQ3 ’23: $149MQ4 ’23: $149MQ4 ’23Q1 ’24: $157MQ2 ’24: $135MQ3 ’24: $11MQ3 ’24Q4 ’24: $10MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $11MQ4 ’25: $20Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.4%Other: 12.5%REIT: 0.1%
  • Common Stock · 87.4% · $435M
  • Other · 12.5% · $62M
  • REIT · 0.1% · $570,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Syntax Stratified LargeCap ETFNEW+290.3K290.3K+$18M$18M
Syntax Straified MidCap ETFNEW+53.1K53.1K+$2M$2M
Syntax Straified SmallCap ETFNEW+19.9K19.9K+$1M$1M
LUMNLumen Technologies IncNEW+16.9K16.9K+$225,000$225,000
NOVNOV IncNEW+10.8K10.8K+$148,000$148,000
Spectrum PharmaceuticalsADDED+7.0K11.7K+$22,000$38,000
AAPLApple IncADDED+1.6K3.0K+$186,000$363,000
GRMNGarmin Ltd.ADDED+1.4K2.8K+$205,000$366,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

99 positions
#IssuerClass% PortfolioValueShares
1RPRXROYALTY PHARMA PLChistory →SHS CLASS A76.23%$380M8.71M
2ADC Therapeutics SASHS8.23%$41M1.68M
3Fibrogen, IncCOM4.22%$21M605.7K
4Syntax Stratified LargeCap ETFSTRATIFD LRG CAP3.62%$18M290.3K
5Intra-Cellular Therapies, Inc.COM1.54%$8M226.7K
6Syntax Straified MidCap ETFSTRATIFIE MDCP0.42%$2M53.1K
7Syntax Straified SmallCap ETFSTRATIFIED SMCP0.21%$1M19.9K
8COSTCostco Wholesale CorporationCOM0.11%$566,0001.6K
9KRKroger Co.COM0.11%$538,00014.9K
10WMTWalmart IncCOM0.11%$537,0004.0K
11CVXChevron CorporationCOM0.10%$509,0004.9K
12SYYSysco CorporationCOM0.10%$506,0006.4K
13ADBEAdobe IncCOM0.10%$502,0001.1K
14AKXANSYS IncCOM0.10%$500,0001.5K
15WBAWalgreens Boots Alliance IncCOM0.10%$498,0009.1K
16CVSCVS Health CorporationCOM0.10%$489,0006.5K
17EXMOCExxon Mobil CorporationCOM0.10%$488,0008.7K
18ADSKAutodesk IncCOM0.10%$483,0001.7K
19MSFTMicrosoft CorporationCOM0.09%$468,0002.0K
20MSIMotorola Solutions IncCOM NEW0.08%$378,0002.0K
21MCDMcDonald's CorporationCOM0.08%$376,0001.7K
22CHDChurch & Dwight Co. IncCOM0.07%$373,0004.3K
23PGProcter & Gamble CompanyCOM0.07%$373,0002.8K
24HPQHP IncCOM0.07%$372,00011.7K
25CLColgate-Palmolive CompanyCOM0.07%$371,0004.7K
26KMBKimberly-Clark CorporationCOM0.07%$369,0002.7K
27EXCExelon CorporationCOM0.07%$367,0008.4K
28YUMYum! Brands IncCOM0.07%$367,0003.4K
29GRMNGarmin Ltd.SHS0.07%$366,0002.8K
30SBUXStarbucks CorporationCOM0.07%$364,0003.3K
31DPZDomino's Pizza IncCOM0.07%$363,000986
32AAPLApple IncCOM0.07%$363,0003.0K
33CLXClorox CompanyCOM0.07%$361,0001.9K
34ELEstee Lauder Companies Inc ClaCL A0.07%$355,0001.2K
35DRIDarden Restaurants IncCOM0.07%$353,0002.5K
36LLoews CorporationCOM0.07%$351,0006.9K
37HRLHormel Foods CorporationCOM0.07%$350,0007.3K
38TSNTyson Foods Inc Class ACL A0.07%$350,0004.7K
39TJXTJX Companies IncCOM0.07%$349,0005.3K
40METAFacebook Inc Class ACL A0.07%$347,0001.2K
41ADMArcher-Daniels-Midland CompanyCOM0.07%$347,0006.1K
42BRK/BBerkshire Hathaway Inc Class BCL B NEW0.07%$346,0001.4K
43CMGChipotle Mexican Grill IncCOM0.07%$345,000243
44ROSTRoss Stores IncCOM0.07%$344,0002.9K
45AESAES CorporationCOM0.07%$337,00012.6K
46NRGNRG Energy IncCOM NEW0.07%$326,0008.6K
47Twitter IncCOM0.06%$295,0004.6K
48MOAltria Group IncCOM0.06%$288,0005.6K
49LHXL3Harris Technologies IncCOM0.06%$283,0001.4K
50KOCoca-Cola CompanyCOM0.06%$278,0005.3K
51PMPhilip Morris International InCOM0.06%$276,0003.1K
52FLIRFLIR Systems IncCOM0.06%$274,0004.8K
53NUENucor CorporationCOM0.05%$273,0003.4K
54Jacobs Engineering Group IncCOM0.05%$272,0002.1K
55MNSTMonster Beverage CorporationCOM0.05%$272,0003.0K
56PWRQuanta Services IncCOM0.05%$264,0003.0K
57CDNSCadence Design Systems IncCOM0.05%$259,0001.9K
58AWKAmerican Water Works Company ICOM0.05%$257,0001.7K
59SNPSSynopsys IncCOM0.05%$256,0001.0K
60ATOAtmos Energy CorporationCOM0.05%$255,0002.6K
61NINiSource IncCOM0.05%$252,00010.5K
62VRSNVeriSign IncCOM0.05%$249,0001.3K
63MPCMarathon Petroleum CorporationCOM0.05%$249,0004.6K
64DLRDigital Realty Trust IncCOM0.05%$248,0001.8K
65PSXPhillips 66COM0.05%$247,0003.0K
66AKAMAkamai Technologies IncCOM0.05%$247,0002.4K
67BWABorgWarner IncCOM0.05%$245,0005.3K
68EQIXEquinix IncCOM0.05%$245,000360
69Aptiv PLCSHS0.05%$244,0001.8K
70EAElectronic Arts IncCOM0.05%$244,0001.8K
71TTWOTake-Two Interactive SoftwareCOM0.05%$243,0001.4K
72NEMNewmont Goldcorp CorporationCOM0.05%$241,0004.0K
73KMIKinder Morgan Inc Class PCOM0.05%$240,00014.4K
74Activision Blizzard IncCOM0.05%$235,0002.5K
75VLOValero Energy CorporationCOM0.05%$234,0003.3K
76HollyFrontier CorporationCOM0.05%$234,0006.5K
77WMBWilliams Companies IncCOM0.05%$233,0009.9K
78OKEONEOK IncCOM0.05%$232,0004.6K
79CHTRCharter Communications Inc ClaCL A0.05%$232,000376
80LUMNLumen Technologies IncCOM0.05%$225,00016.9K
81COFCapital One Financial CorporatCOM0.05%$225,0001.8K
82SYFSynchrony FinancialCOM0.04%$224,0005.5K
83CMCSAComcast Corporation Class ACL A0.04%$224,0004.1K
84Discover Financial ServicesCOM0.04%$218,0002.3K
85HIGHartford Financial Services GrCOM0.04%$215,0003.2K
86FCXFreeport-McMoRan IncCL B0.04%$208,0006.3K
87LENLennar Corporation Class ACL A0.04%$204,0002.0K
88NVRNVR IncCOM0.04%$203,00043
89ELVAnthem IncCOM0.04%$202,000564
90UNHUnitedHealth Group IncorporateCOM0.04%$200,000537
91HPEHewlett Packard Enterprise Co.COM0.04%$176,00011.2K
92VTRSViatris IncCOM0.03%$165,00011.8K
93FFord Motor CompanyCOM0.03%$163,00013.3K
94NOVNOV IncCOM0.03%$148,00010.8K
95Vonage HoldingsCOM0.02%$124,00010.5K
96Consolidated Communications HlCOM0.02%$87,00012.1K
97DHCDiversified Healthcare TrustCOM SH BEN INT0.02%$77,00016.0K
98WTWisdomTree Investments IncCOM0.02%$75,00012.0K
99Spectrum PharmaceuticalsCOM0.01%$38,00011.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$20M3Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$11M3Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$6M3Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$5M4May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$10M5Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$11M4Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$135M191Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$157M212May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$149M208Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$149M200Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$174M216Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$176M231May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$169M212Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$171M213Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$178M213Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$256M215May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$372M231Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$467M206Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$575M211Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$498M99May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B1,884Feb 12, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.