Prospectus This page explains our investment strategy and current holdings

Strategy

The Vanguard SaaS Ventures fund is designed to capture the overall performance of the top 100 SaaS companies on the Nasdaq. This would be more described as an index fund rather than a mutual fund. It is for this reason our management fees are kept very competitive at 0.01%. The fund is somewhat volatile but should be fairly close to the volatility of the Nasdaq as a whole. We are constantly adjusting the ratios depending on company performance. However, we have kept this portfolio for the past 18 months. Because we are investing in a subset of the Nasdaq, our volatility is slightly higher. Our returns have averaged 18%.

Current Market Price: $52.46

Portfolio

Note: Market Cap figures may not reflect exact values as share prices fluctuate throughout the day.

Company Symbol Market Cap
PodCast One PODC 58.127 Million
Viant Technology Inc. DSP 707.903 Million
RedCloud Holdings Inc. RCT 67.224 Million
Smith Micro Software Inc. SMSI 15.13 Million
Giftify Inc. GIFT 34.68 Million
Money Hero Ltd. MNY 59.966 Million
VerifyMe Inc. VRME 8.96 Million
Access Newswire Inc. ACCS 31.259 Million
Banzai International BNZI 9.824 Million
Digi Power X Inc. DGXX 231.218 Million
Fathom Holdings Inc. FTHM 38.221 Million
Zena Tech Inc. ZENA 120.78 Million
Zedge Inc. ZDGE 29.519 Million
Bio-Key International Inc. BKYI 7.019 Million
Urgeny.Ly Inc. ULY 4.096 Million
TruGolf Holdings Inc. TRUG 2.984 Million
Cyngn Inc. CYN 26.794 Million
ZSpace Inc. ZSPC 10.807 Million
Intelligent Protection Management Corporation IPM 24.488 Million
Aclarion Inc. ACON 4.814 Million
Cloudastructure Inc. CSAI 20.755 Million
Aether Holdings Inc. ATHR 72.608 Million
Spire Global Inc. SPIR 256.688 Million
Crexendo Inc. CXDO 205.591 Million
Asure Software Inc. ASUR 223.777 Million
T Stamp Inc. IDAI 21.552 Million
System 1 Inc. SST 36.193 Million
ReposiTrak Inc. TRAK 236.287 Million
FiscalNote Holdings Inc. NOTE 31.891 Million
NextNRG Inc. NXXT 166.55 Million
Freightos Ltd. CRGO 157.448 Million
The Glimpse Group Inc. VRAR 22.13 Million
BuzzFeed Inc. BZFD 34.801 Million
Gorilla Technology Group Inc. GRRR 298.551 Million
Synchronoss Technologies Inc. SNCR 59.263 Million
Upland Software Inc. UPLD 51.282 Million
SimilarWeb Ltd. SMWB 678.17 Million
Nexxen International Ltd. NEXN 410.942 Million
Xperi Inc. XPER 272.461 Million
OptimizeRX Corporation OPRX 242.46 Million
SoundThinking Inc. SSTI 80.393 Million
Mitek Systems Inc. MITK 419.496 Million
Bragg Gaming Group Inc. BRAG 54.971 Million
Cibus Inc. CBUS 77.256 Million
Kaltura Inc. KLTR 238.689 Million
Inspired Entertainment Inc. INSE 235.341 Million
Intellicheck Inc. IDN 123.856 Million
Rimini Street Inc. RMNI 364.983 Million
Docebo Inc. DCBO 618.036 Million
EverQuote Inc. EVER 994.501 Million
Phunware Inc. PHUN 42.393 Million
Weave Communications Inc. WEAV 494.293 Million
Unisys Corporation UIS 191.1 Million
Domo Inc. DOMO 473.747 Million
Netgear Inc. NTGR 746.1 Million
Consensus Cloud Solutions Inc. CCSI 433.56 Million
OneSpan Inc. OSPN 478.675 Million
Bandwidth Inc. BAND 442.868 Million
Cars.Com Inc. CARS 759.466 Million
Simulations Plus Inc. SLP 404.503 Million
KORE Group Holdings Inc. KORE 72.001 Million
SurgePays Inc. SURG 38.085 Million
eGain Corporation EGAN 278.897 Million
Skillz Inc. SKLZ 83.702 Million
Digimarc Corporation DMRC 181.344 Million
CareCloud Inc. CCLD 126.767 Million
TTEC Holdings Inc. TTEC 174.051 Million
PubMatic Inc. PUBM 421.214 Million
Perion Network Ltd. PERI 420.209 Million
Playstudios Inc. MYPS 82.876 Million
Sprout Social Inc. SPT 614.089 Million
Open Lending Corporation LPRO 218 Million
FTC Solar Inc. FTCI 142.763 Million
Angi Inc. ANGI 548.823 Million
8X8 Inc. EGHT 280.747 Million
CS Disco Inc. LAW 454.001 Million
Expensify Inc. EXFY 149.793 Million
3D Systems Inc. DDD 279.104 Million
TrueCar Inc. TRUE 194.334 Million
Riskified Ltd. RSKD 788.287 Million
Ibotta Inc. IBTA 638.785 Million
Nextdoor Holdings Inc. NXDR 647.427 Million
ON24 Inc. ONTF 247.915 Million
Data Storage Corporation DTST 32.693 Million
Nerdy Inc. NRDY 246.344 Million
comScore Inc. SCOR 35.11 Million
Offerpad Solutions Inc. OPAD 66.164 Million
Instrusion Inc. INTZ 28.466 Million
CSP Inc. CSPI 112.439 Million
Beamr Imaging Ltd. BMR 34.01 Million
Motorsports Games Inc. MSGM 13.915 Million
FatPipe Inc. FATN 38.891 Million
TSS Inc. TSSI 262.49 Million
Aware Inc. AWRE 47.45 Million
XTI Aerospace Inc. XTIA 49.18 Million
CISO Global Inc. CISO 22.79 Million
Arrive AI Inc. ARAI 133.432 Million
Bullfrog AI Holdings Inc. BFRG 12.426 Million
Thumzup Media Corporation TZUP 70.466 Million
Caring Brands Inc. CABR 16.505 Million