Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s OptimizeRx OPRX Stock Holding History

Vanguard Fiduciary Trust’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561K Sell
97,999
-13,130
-12% -$75.5K ﹤0.01% 3237
2026
Q1 		$698K Buy
+111,129
New +$1.03M ﹤0.01% 3089

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Vanguard Fiduciary Trust's OPRX Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its OptimizeRx (OPRX) stake by 12% in Q2 2026, selling an estimated $75.5K and leaving 97,999 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

Vanguard Fiduciary Trust first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $698K in Q1 2026. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Vanguard Fiduciary Trust held 97,999 shares of OptimizeRx worth $561K as of Q2 2026.
  • Vanguard Fiduciary Trust sold 13,130 OptimizeRx shares in Q2 2026, an estimated $75.5K.
  • OptimizeRx made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3237 holding.
  • Vanguard Fiduciary Trust first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's OptimizeRx position peaked at $698K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.