Vantage Consulting Group Inc
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Sep 2026 to Nov 2026 | $246,284,181 | Pooled investment vehicles (72%) |
| Apr 2026 to Aug 2026 | $241,728,428 | Pooled investment vehicles (71%) |
| Apr 2025 to Mar 2026 | $230,836,376 | Pooled investment vehicles (77%) |
| Jun 2024 to Mar 2025 | $468,661,197 | Pooled investment vehicles (58%) |
| Apr 2024 to May 2024 | $463,233,353 | Pooled investment vehicles (57%) |
| May 2023 to Mar 2024 | $1,109,499,019 | Pension and profit sharing plans (55%) |
In the firm's words
- Fundamental active:
We attempt to measure the intrinsic value of a security by looking at economic and financial factors
- Value:
We believe the securities to be currently undervalued, and/or
- Quantitative / systematic:
We use mathematical models in an attempt to obtain more accurate measurements of a company's quantifiable data
- Multi-asset:
we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client's investment goals and risk tolerance.
- Wealth management / planning:
We examine the experience, expertise, investment philosophies, and past performance of independent third-party investment managers in an attempt to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions.
- Private markets:
Vantage bases its advice to such private investment funds on the investment objective and restrictions (if any) set forth in the applicable offering memorandum, organizational documents, investment management agreement, and/or subscription agreements.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
No stake currently held at or above 5%.
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 1 exited, below-5% or retired stake
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2025-12-31, active share 100.0%; sector active share 82.2% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
3 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 77.7% | $15,318,708 |
| Healthcare | 22.3% | $4,401,453 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BW |
Babcock & Wilcox Enterprises, Inc.
Industrials
|
Held | 2,416,200 | $15,318,708 | 77.68% | |
| ADCT |
ADC Therapeutics SA
Healthcare
|
Held | 682,998 | $2,410,982 | 12.23% | |
| CBUS |
Cibus, Inc.
Healthcare
|
Held | 1,143,949 | $1,990,471 | 10.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.