Vote Scores

Home / Families / Virtus / year to 30 June 2025

Form N-PX · fund family · year to 30 June 202516 filers grouped

Virtus

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

Vote records reported
51,206year to 30 June 2025
Against management
7.3%3,364 of 45,845 marked votes
Say-on-pay support
89.5%for, of for + against + abstain
Shareholder-proposal support
32.7%for, of for + against + abstain
89.8% for7.6% against2.6% other7.3% against management50,829 votes

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

Virtus reported 51,206 vote records for the year to 30 June 2025. It marked 7.3% of its votes as cast against management (3,364 of 45,845), close to the median of the fund families tracked here, which was 7.6%.

Weighted by the number of shares voted, the against-management share is 11.4%. 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 89.5% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.8%) and it voted for 32.7% of the proposals put forward by security holders (the median of the fund families tracked here: 29.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (21.0% of 162), HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (17.9% of 224) and COMPENSATION (16.0% of 2,543).

It reported 69.8 million shares out on loan at record dates, 0.32% 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 2025This familyMedian familyAll filers pooled
Against-management share7.3%7.6%9.7%
Say-on-pay support rate89.5%88.8%84.3%
Shareholder-proposal support rate32.7%29.5%33.0%
Shares on loan, share of shares held0.32%0.85%2.20%
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 ELECTIONS29,98528,1738915.5%
SECTION 14A SAY-ON-PAY VOTES5,7524,87456211.0%
AUDIT-RELATED3,7863,736431.3%
INVESTMENT COMPANY MATTERS444400.0%
SHAREHOLDER RIGHTS AND DEFENSES2862353621.0%
EXTRAORDINARY TRANSACTIONS2382032913.2%
CAPITAL STRUCTURE2,5862,4041777.2%
COMPENSATION2,6922,20548116.0%
CORPORATE GOVERNANCE4,6294,02757710.3%
ENVIRONMENT OR CLIMATE7571286297.6%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE2419914217.9%
DIVERSITY, EQUITY, AND INCLUSION481943867.9%
OTHER SOCIAL ISSUES88927761115.3%
OTHER144105293.6%

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 101 of the 889 it marked either way (11.4%) in the year to 30 June 2025. The 40 companies with the most reporting filers are listed.

A further 162 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 469 proposals from security holders that could be told apart in the filings and on which it cast a vote, Virtus voted for 162 (34.5%). 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 Corporation10 Dec 2024Report on Data Operations in Human Rights Hotspots
Microsoft Corporation10 Dec 2024Report on AI Data Sourcing Accountability
NVIDIA Corporation25 Jun 2025Approval of a stockholder proposal to modify existing reporting on workforce data.
NVIDIA Corporation25 Jun 2025S/H Proposal - Corporate Governance
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding disclosure of voting results based on class of shares.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding report on hate targeting marginalized communities.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding report on Al data usage oversight.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding report on data collection and advertising practices.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding dual class capital structure.
JPMorgan Chase & Co.20 May 2025Report on social impacts of transition finance
AbbVie Inc.9 May 2025Stockholder Proposal - to Implement Simple Majority Vote
The Procter & Gamble Company8 Oct 2024Shareholder Proposal - Pay Gap Reporting
CHEVRON CORPORATION28 May 2025Allow Holders of 10 Percent of Our Common Stock to Call Special Meetings
PEPSICO, INC.7 May 2025Shareholder Proposal - Third-Party Racial Equity Audit.
Oracle Corporation14 Nov 2024S/H Proposal - Environmental
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Energy Supply Ratio.
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.
NIKE, Inc.10 Sep 2024To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure
NIKE, Inc.10 Sep 2024To consider a shareholder proposal regarding Environmental Targets
Intuitive Surgical, Inc.1 May 2025The stockholder proposal that is titled "requesting a shareholder approval requirement for excessive...
CATERPILLAR INC.11 Jun 2025Shareholder Proposal - Civil Rights Audit
Morgan Stanley15 May 2025Shareholder proposal requesting an energy supply ratio
Stryker Corporation8 May 2025Shareholder Proposal to Support Transparency in Political Spending.
Citigroup Inc.29 Apr 2025Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes.
Advanced Micro Devices, Inc.14 May 2025Amend Right to Call Special Meeting
Gilead Sciences, Inc.7 May 2025To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due...
Gilead Sciences, Inc.7 May 2025To vote on a stockholder proposal requesting an independent Board Chair policy
The Charles Schwab Corporation22 May 2025Stockholder proposal requesting declassification of the board of directors
Deere & Company26 Feb 2025Shareholder proposal on a civil rights audit
Deere & Company26 Feb 2025S/h proposal - create a non-discriminatory sexual orientation policy"
DUKE ENERGY CORPORATION1 May 2025Shareholder proposal regarding support simple majority vote
United Parcel Service, Inc.8 May 2025To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
PayPal Holdings, Inc.5 Jun 2025Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders.
Booking Holdings Inc.3 Jun 2025Reduce Ownership Threshold for Shareholders to Call Special Meeting
THE SOUTHERN COMPANY21 May 2025Stockholder proposal regarding simple majority vote
Boston Scientific Corporation1 May 2025Stockholder proposal titled "Support Simple Majority Vote."
Vertex Pharmaceuticals Incorporated14 May 2025Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes.
Prologis, Inc.8 May 2025Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special...

Shares on loan

Virtus reported 69.8 million shares on loan at record dates against 21.59 billion shares voted: 0.32% of the two together. Median family: 0.85%. 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 2025 Virtus reported 5,446 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 4,874 were for (89.5%), 562 against and 10 abstentions. Counting one item per company meeting, it voted against management on 101 of the 889 say-on-pay items it marked either way. A further 162 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Virtus vote against management?

7.3% of the time in the year to 30 June 2025: 3,364 of the 45,845 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 684 votes on proposals from security holders in the year to 30 June 2025 and voted for 56 of them (8.2%). Across every category it voted for 32.7% 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 2025

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.