Vote Scores

Home / Families / Virtus / year to 30 June 2024

Form N-PX · fund family · year to 30 June 202415 filers grouped

Virtus

One season of the Virtus record. The family page shows the latest season.

Vote records reported
51,481year to 30 June 2024
Against management
8.0%4,005 of 49,856 marked votes
Say-on-pay support
90.2%for, of for + against + abstain
Shareholder-proposal support
42.2%for, of for + against + abstain
89.1% for8.0% against2.9% other8.0% against management50,288 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

Virtus reported 51,481 vote records for the year to 30 June 2024. It marked 8.0% of its votes as cast against management (4,005 of 49,856), close to the median of the fund families tracked here, which was 8.5%.

Weighted by the number of shares voted, the against-management share is 6.0%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 90.2% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 89.0%) and it voted for 42.2% of the proposals put forward by security holders (the median of the fund families tracked here: 35.1%).

By category, votes against management were most frequent in HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (31.0% of 493), SHAREHOLDER RIGHTS AND DEFENSES (26.9% of 249) and OTHER SOCIAL ISSUES (26.1% of 1,096).

It reported 116.7 million shares out on loan at record dates, 0.54% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.

year to 30 June 2024This familyMedian familyAll filers pooled
Against-management share8.0%8.5%10.2%
Say-on-pay support rate90.2%89.0%84.6%
Shareholder-proposal support rate42.2%35.1%37.0%
Shares on loan, share of shares held0.54%1.34%0.08%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS28,41426,7199155.4%
SECTION 14A SAY-ON-PAY VOTES5,4064,2984539.8%
AUDIT-RELATED3,5033,443561.3%
SHAREHOLDER RIGHTS AND DEFENSES2542252426.9%
EXTRAORDINARY TRANSACTIONS3723214813.7%
CAPITAL STRUCTURE2,7072,5601476.0%
COMPENSATION2,9132,35355216.0%
CORPORATE GOVERNANCE5,5284,85865911.4%
ENVIRONMENT OR CLIMATE77519957618.9%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE49519829531.0%
DIVERSITY, EQUITY, AND INCLUSION52016735224.4%
OTHER SOCIAL ISSUES1,11239770626.1%
OTHER262184771.2%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202451,4818.0%90.2%42.2%
year to 30 June 202551,2067.3%89.5%32.7%
year to 30 June 202653,3967.5%90.4%29.1%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Virtus voted against management on 96 of the 953 it marked either way (10.1%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

A further 3 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 607 proposals from security holders that could be told apart in the filings and on which it cast a vote, Virtus voted for 278 (45.8%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation7 Dec 2023Report on Data Operations in Human Rights Hotspots
Amazon.com, Inc.22 May 2024Report on Median and Adjusted Gender/Racial Pay Gaps
Amazon.com, Inc.22 May 2024Disclose All Material Scope 3 GHG Emissions
Amazon.com, Inc.22 May 2024Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining
Amazon.com, Inc.22 May 2024Report on Lobbying Payments and Policy
Amazon.com, Inc.22 May 2024Commission a Third Party Audit on Working Conditions
Amazon.com, Inc.22 May 2024Shareholder proposal requesting additional reporting on stakeholder impacts
Apple Inc.28 Feb 2024A shareholder proposal entitled "Racial and Gender Pay Gaps"
Apple Inc.28 Feb 2024A shareholder proposal requesting a report on the use of Al
NVIDIA Corporation26 Jun 2024Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter...
JPMorgan Chase & Co.21 May 2024Indigenous peoples' rights indicators
JPMorgan Chase & Co.21 May 2024Independent board chairman
UnitedHealth Group Incorporated3 Jun 2024If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a...
Mastercard Incorporated18 Jun 2024Consideration of a stockholder proposal requesting transparency in lobbying
Merck & Co., Inc.28 May 2024Shareholder proposal regarding a shareholder right to act by written consent
The Home Depot, Inc.16 May 2024Shareholder Proposal Regarding Enhancements to the Company's Clawback Policy
AbbVie Inc.3 May 2024Stockholder Proposal - to Implement Simple Majority Vote
AbbVie Inc.3 May 2024Stockholder Proposal - to Issue Annual Report on Lobbying
AbbVie Inc.3 May 2024Stockholder Proposal - to Issue a Report on Patent Process
Adobe Inc.17 Apr 2024Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records.
Eli Lilly and Company6 May 2024Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts.
Eli Lilly and Company6 May 2024Shareholder proposal to publish an annual report disclosing lobbying activities.
CHEVRON CORPORATION29 May 2024Commission a Third-Party Report on Human Rights Practices
The Procter & Gamble Company10 Oct 2023Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company...
PEPSICO, INC.1 May 2024Shareholder Proposal - Third-Party Racial Equity Audit.
PEPSICO, INC.1 May 2024Shareholder proposal: CORPORATE GOVERNANCE
Bank of America Corporation24 Apr 2024Report on Climate Lobbying
Bank of America Corporation24 Apr 2024Shareholder proposal requesting disclosure of clean energy financing ratio
Bank of America Corporation24 Apr 2024Shareholder proposal requesting independent board chair
The Walt Disney Company3 Apr 2024Shareholder proposal: CORPORATE GOVERNANCE
Walmart Inc.5 Jun 2024Human Rights Impact Assessment
Walmart Inc.5 Jun 2024Racial Equity Audit
Walmart Inc.5 Jun 2024Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain
Walmart Inc.5 Jun 2024Workplace Safety & Violence Review
Walmart Inc.5 Jun 2024Advisory Vote to Approve Named Executive Officer Compensation.
Comcast Corporation10 Jun 2024Report on political expenditures misalignment with company values
The Coca-Cola Company1 May 2024Vote on a shareowner proposal requesting a report on non-sugar sweeteners
The Coca-Cola Company1 May 2024Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of...
Verizon Communications Inc.9 May 2024Amend clawback policy
Verizon Communications Inc.9 May 2024Lobbying activities report

Shares on loan

Virtus reported 116.7 million shares on loan at record dates against 21.68 billion shares voted: 0.54% of the two together. Median family: 1.34%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Questions

How did Virtus vote on executive pay?

In the year to 30 June 2024 Virtus reported 4,766 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 4,298 were for (90.2%), 453 against and 15 abstentions. Counting one item per company meeting, it voted against management on 96 of the 953 say-on-pay items it marked either way. A further 3 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Virtus vote against management?

8.0% of the time in the year to 30 June 2024: 4,005 of the 49,856 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did Virtus support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 714 votes on proposals from security holders in the year to 30 June 2024 and voted for 142 of them (19.9%). Across every category it voted for 42.2% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Back to the Virtus family page · All filers in the year to 30 June 2024

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers grouped under Virtus, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.