SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Vantage Consulting Group Inc

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

Reported Value
$372M
Q4 2021
Positions
231
Filings on Record
21
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Vantage Consulting Group Inc reported $372M in U.S.-listed holdings across 231 positions for Q4 2021.

The portfolio is heavily concentrated: RPRX alone accounts for 49.3% of reported value.

Compared with Q3 2021, the fund opened 38 new positions and exited 13.

Portfolio Metrics

Turnover
+5.8%
vs prior filed quarter
Top-10 Concentration
+80.0%
share of reported value
Largest Position
+49.3%
Royalty Pharma
New / Exited
38 / 13
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: 75.0%Other: 24.8%REIT: 0.2%
  • Common Stock · 75.0% · $279M
  • Other · 24.8% · $92M
  • REIT · 0.2% · $875,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FTNTFortinet IncNEW+1.1K1.1K+$396,000$396,000
GENNortonLifeLock IncNEW+15.1K15.1K+$393,000$393,000
CRMsalesforce.com IncNEW+1.4K1.4K+$351,000$351,000
ORCLOracle CorporationNEW+3.6K3.6K+$312,000$312,000
PVHPVH CorpNEW+2.7K2.7K+$289,000$289,000
GAPGap IncNEW+16.3K16.3K+$287,000$287,000
Citrix Systems IncNEW+3.0K3.0K+$285,000$285,000
PAYXPaychex IncNEW+2.0K2.0K+$269,000$269,000

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

Holdings — Q4 2021

231 positions
#IssuerClass% PortfolioValueShares
1RPRXRoyalty Pharma Plc.history →SHS CLASS A49.30%$183M4.60M
2Syntax Stratified LargeCap ETFSTRATIFD LRG CAP13.13%$49M685.0K
3ADC THERAPEUTICS SA SHSSHS9.12%$34M1.68M
4Intra-Cellular Therapies, Inc.COM3.19%$12M226.7K
5Fibrogen, IncCOM2.30%$9M605.7K
6Syntax Straified MidCap ETFSTRATIFIE MDCP1.55%$6M141.6K
7Syntax Straified SmallCap ETFSTRATIFIED SMCP0.74%$3M54.6K
8SYYSysco CorporationCOM0.24%$884,00011.2K
9WMTWalmart IncCOM0.23%$850,0005.9K
10KRKroger Co.COM0.23%$841,00018.6K
11COSTCostco Wholesale CorporationCOM0.23%$841,0001.5K
12CVXChevron CorporationCOM0.22%$821,0007.0K
13EXMOCExxon Mobil CorporationCOM0.22%$804,00013.1K
14WBAWalgreens Boots Alliance IncCOM0.21%$775,00014.9K
15CVSCVS Health CorporationCOM0.21%$769,0007.5K
16MSFTMicrosoft CorporationCOM0.19%$722,0002.1K
17NRGNRG Energy IncCOM NEW0.16%$612,00014.2K
18EXCExelon CorporationCOM0.16%$592,00010.2K
19CLColgate-Palmolive CompanyCOM0.16%$592,0006.9K
20CHDChurch & Dwight Co. IncCOM0.16%$591,0005.8K
21ADMArcher-Daniels-Midland CompanyCOM0.16%$588,0008.7K
22HRLHormel Foods CorporationCOM0.16%$587,00012.0K
23VLOValero Energy CorporationCOM0.16%$585,0007.8K
24DPZDomino's Pizza IncCOM0.16%$582,0001.0K
25PGProcter & Gamble CompanyCOM0.16%$581,0003.5K
26KMBKimberly-Clark CorporationCOM0.16%$580,0004.1K
27YUMYum! Brands IncCOM0.15%$573,0004.1K
28BRK/BBerkshire Hathaway Inc Class BCL B NEW0.15%$572,0001.9K
29TSNTyson Foods Inc Class ACL A0.15%$572,0006.6K
30CLXClorox CompanyCOM0.15%$571,0003.3K
31HPQHP IncCOM0.15%$571,00015.2K
32MSIMotorola Solutions IncCOM NEW0.15%$566,0002.1K
33CMGChipotle Mexican Grill IncCOM0.15%$565,000323
34ELEstee Lauder Companies Inc ClaCL A0.15%$564,0001.5K
35TJXTJX Companies IncCOM0.15%$561,0007.4K
36LLoews CorporationCOM0.15%$559,0009.7K
37ROSTRoss Stores IncCOM0.15%$559,0004.9K
38MCDMcDonald's CorporationCOM0.15%$558,0002.1K
39MPCMarathon Petroleum CorporationCOM0.15%$555,0008.7K
40SBUXStarbucks CorporationCOM0.15%$553,0004.7K
41GRMNGarmin Ltd.SHS0.15%$552,0004.1K
42PSXPhillips 66COM0.15%$551,0007.6K
43AESAES CorporationCOM0.15%$550,00022.6K
44DRIDarden Restaurants IncCOM0.15%$548,0003.6K
45AAPLApple IncCOM0.15%$546,0003.1K
46MNSTMonster Beverage CorporationCOM0.12%$445,0004.6K
47PMPhilip Morris International InCOM0.12%$437,0004.6K
48KOCoca-Cola CompanyCOM0.12%$436,0007.4K
49MOAltria Group IncCOM0.12%$436,0009.2K
50Activision Blizzard IncCOM0.11%$418,0006.3K
51PWRQuanta Services IncCOM0.11%$415,0003.6K
52NEMNewmont Goldcorp CorporationCOM0.11%$408,0006.6K
53BWABorgWarner IncCOM0.11%$405,0009.0K
54Aptiv PLCSHS0.11%$404,0002.5K
55ATOAtmos Energy CorporationCOM0.11%$403,0003.8K
56Jacobs Engineering Group IncCOM0.11%$402,0002.9K
57FCXFreeport-McMoRan IncCL B0.11%$401,0009.6K
58ELVAnthem IncCOM0.11%$396,000854
59FTNTFortinet IncCOM0.11%$396,0001.1K
60AWKAmerican Water Works Company ICOM0.11%$395,0002.1K
61TTWOTake-Two Interactive SoftwareCOM0.11%$395,0002.2K
62CHTRCharter Communications Inc ClaCL A0.11%$394,000604
63GENNortonLifeLock IncCOM0.11%$393,00015.1K
64EQIXEquinix IncCOM0.11%$392,000464
65NINiSource IncCOM0.11%$392,00014.2K
66HCAHCA Healthcare IncCOM0.10%$389,0001.5K
67DLRDigital Realty Trust IncCOM0.10%$389,0002.2K
68CNCCentene CorporationCOM0.10%$387,0004.7K
69UNHUnitedHealth Group IncorporateCOM0.10%$387,000771
70EAElectronic Arts IncCOM0.10%$386,0002.9K
71VRSNVeriSign IncCOM0.10%$382,0001.5K
72CMCSAComcast Corporation Class ACL A0.10%$382,0007.6K
73AKAMAkamai Technologies IncCOM0.10%$381,0003.3K
74LUMNLumen Technologies IncCOM0.10%$380,00030.3K
75METAFacebook Inc Class ACL A0.10%$375,0001.1K
76SNPSSynopsys IncCOM0.10%$375,0001.0K
77MTCHMatch Group IncCOM0.10%$374,0002.8K
78CDNSCadence Design Systems IncCOM0.10%$373,0002.0K
79UHSUniversal Health Services IncCL B0.10%$372,0002.9K
80NUENucor CorporationCOM0.10%$371,0003.3K
81HUMHumana IncCOM0.10%$371,000799
82Discover Financial ServicesCOM0.10%$364,0003.1K
83KMIKinder Morgan Inc Class PCOM0.10%$361,00022.8K
84WMBWilliams Companies IncCOM0.10%$360,00013.8K
85SYFSynchrony FinancialCOM0.10%$357,0007.7K
86SLBSchlumberger NVCOM STK0.10%$356,00011.9K
87COFCapital One Financial CorporatCOM0.10%$355,0002.4K
88CRMsalesforce.com IncCOM0.09%$351,0001.4K
89HALHalliburton CompanyCOM0.09%$351,00015.4K
90Twitter IncCOM0.09%$349,0008.1K
91BKRBaker Hughes Company Class ACL A0.09%$348,00014.5K
92OKEONEOK IncCOM0.09%$348,0005.9K
93ORCLOracle CorporationCOM0.08%$312,0003.6K
94WDCWestern Digital CorporationCOM0.08%$311,0004.8K
95STXSEAGATE TECHNOLOGY HOLDINGSORD SHS0.08%$300,0002.7K
96TAT&T IncCOM0.08%$297,00012.1K
97NXPINxp Semiconductors N VCOM0.08%$296,0001.3K
98STZConstellation Brands Inc ClassCL A0.08%$294,0001.2K
99LLYEli Lilly and CompanyCOM0.08%$294,0001.1K
100AEPAmerican Electric Power CompanCOM0.08%$293,0003.3K

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 ↗.