Vote Scores

Home / Families / Virtus / year to 30 June 2026

Form N-PX · fund family · year to 30 June 202617 filers grouped

Virtus

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

Vote records reported
53,396year to 30 June 2026
Against management
7.5%3,958 of 52,742 marked votes
Say-on-pay support
90.4%for, of for + against + abstain
Shareholder-proposal support
29.1%for, of for + against + abstain
89.8% for7.8% against2.4% other7.5% against management53,095 votes

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

Virtus reported 53,396 vote records for the year to 30 June 2026. It marked 7.5% of its votes as cast against management (3,958 of 52,742), close to the median of the fund families tracked here, which was 7.8%.

Weighted by the number of shares voted, the against-management share is 6.5%. 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 90.4% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 29.1% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (27.1% of 229), EXTRAORDINARY TRANSACTIONS (17.4% of 385) and COMPENSATION (13.6% of 3,180).

It reported 80.1 million shares out on loan at record dates, 0.39% 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 2026This familyMedian familyAll filers pooled
Against-management share7.5%7.8%10.6%
Say-on-pay support rate90.4%88.2%86.0%
Shareholder-proposal support rate29.1%30.7%33.9%
Shares on loan, share of shares held0.39%1.53%3.12%
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 ELECTIONS30,34728,4341,0166.0%
SECTION 14A SAY-ON-PAY VOTES5,6994,8655029.6%
AUDIT-RELATED3,9323,852791.7%
INVESTMENT COMPANY MATTERS2200.0%
SHAREHOLDER RIGHTS AND DEFENSES2311834627.1%
EXTRAORDINARY TRANSACTIONS3853166917.4%
CAPITAL STRUCTURE3,0172,8042138.0%
COMPENSATION3,2042,73246713.6%
CORPORATE GOVERNANCE5,8965,07980312.6%
ENVIRONMENT OR CLIMATE6031044994.0%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE2619216913.0%
DIVERSITY, EQUITY, AND INCLUSION334622721.2%
OTHER SOCIAL ISSUES9462017455.9%
OTHER200144534.4%

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 102 of the 1,045 it marked either way (9.8%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 4 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 483 proposals from security holders that could be told apart in the filings and on which it cast a vote, Virtus voted for 160 (33.1%). 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 Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
JPMorgan Chase & Co.19 May 2026Lobbying alignment
Mastercard Incorporated16 Jun 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
AbbVie Inc.8 May 2026Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
Merck & Co., Inc.26 May 2026Shareholder proposal regarding a report on political contributions.
Bank of America Corporation4 May 2026Shareholder proposal requesting independent board chair
Walmart Inc.4 Jun 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
Tesla, Inc.6 Nov 2025A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of...
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025A shareholder proposal requesting a child labor audit.
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Advanced Micro Devices, Inc.13 May 2026Stockholder proposal requesting changes to the stockholder right to call a special meeting.
McDonald's Corporation20 May 2026Advisory Vote on Shareholders' Right to Act by Written Consent.
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
CATERPILLAR INC.10 Jun 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Energy Supply Ratio.
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Govern by Majority Vote.
ServiceNow, Inc.21 May 2026Shareholder proposal regarding shareholder right to act by written consent.
ConocoPhillips12 May 2026Stockholder Proposal - Independent Board Chairman.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Disclosure of Energy Supply Ratio
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Lobbying Disclosure
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
Morgan Stanley14 May 2026Shareholder proposal requesting an independent Board Chairman
HONEYWELL INTERNATIONAL INC.22 May 2026Shareowner Proposal - Shareholder Right to Act by Written Consent.
PALANTIR TECHNOLOGIES INC.3 Jun 2026Stockholder proposal entitled "Political Spending Disclosure,"
S&P Global Inc.20 May 2026Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder...
Deere & Company25 Feb 2026Shareholder proposal on shareholder right to act by written consent
Starbucks Corporation25 Mar 2026Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority...
THE BOEING COMPANY17 Apr 2026Action by Written Consent.
LOCKHEED MARTIN CORPORATION12 May 2026Stockholder Proposal Requiring Independent Board Chairman

Shares on loan

Virtus reported 80.1 million shares on loan at record dates against 20.56 billion shares voted: 0.39% of the two together. Median family: 1.53%. 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 2026 Virtus reported 5,383 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 4,865 were for (90.4%), 502 against and 16 abstentions. Counting one item per company meeting, it voted against management on 102 of the 1,045 say-on-pay items it marked either way. A further 4 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Virtus vote against management?

7.5% of the time in the year to 30 June 2026: 3,958 of the 52,742 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 523 votes on proposals from security holders in the year to 30 June 2026 and voted for 24 of them (4.6%). Across every category it voted for 29.1% 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 2026

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.