Home / Filers / X-Square Balanced Fund, LLC
X-Square Balanced Fund, LLC
fund voting report
- Vote records reported
- 336year to 30 June 2026
- Against management
- not reported0 of 0 marked votes
- Say-on-pay support
- not reportedfor, of for + against + abstain
- Shareholder-proposal support
- 1.5%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2026, X-Square Balanced Fund, LLC reported 336 vote records on Form N-PX. None of them states whether the vote was for or against management's recommendation, so no against-management share is reported for it. the median fund registrant was 6.2%.
On pay and on shareholder proposals: it voted for 1.5% of the proposals put forward by security holders (the median fund registrant: 27.5%).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.
| year to 30 June 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | not reported | 6.2% | 10.6% |
| Say-on-pay support rate | not reported | 91.6% | 86.0% |
| Shareholder-proposal support rate | 1.5% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 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) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 65 | 65 | 0 | not reported | |
| AUDIT-RELATED | 63 | 63 | 0 | not reported | |
| SHAREHOLDER RIGHTS AND DEFENSES | 14 | 0 | 14 | not reported | |
| COMPENSATION | 68 | 65 | 0 | not reported | |
| ENVIRONMENT OR CLIMATE | 1 | 0 | 1 | not reported | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 1 | 0 | 1 | not reported | |
| OTHER | 124 | 74 | 49 | not reported |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 97 | not reported | not reported | 0.0% | |
| year to 30 June 2025 | 293 | not reported | not reported | 0.0% | |
| year to 30 June 2026 | 336 | not reported | not reported | 1.5% |
Say-on-pay votes against management
No say-on-pay items could be matched to company meetings for this season.
Shareholder proposals it supported
Of 62 proposals from security holders that could be told apart in the filings and on which it cast a vote, X-Square Balanced Fund, LLC voted for 1 (1.6%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
Shares on loan
X-Square Balanced Fund, LLC reported no shares on loan for the year to 30 June 2026. 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.
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 3 Aug 2026 accession 0001398344-26-013300
- Every N-PX filing by this filer on EDGAR
Questions
How did X-Square Balanced Fund, LLC vote on executive pay?
X-Square Balanced Fund, LLC reported no say-on-pay votes for the year to 30 June 2026.
How often does X-Square Balanced Fund, LLC vote against management?
It is not reported. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation, and none of the 336 records X-Square Balanced Fund, LLC filed for the year to 30 June 2026 carries that mark, so this site quotes no figure. A filing without the mark does not say that the filer backed management.
Did X-Square Balanced Fund, LLC support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 1 votes on proposals from security holders in the year to 30 June 2026 and voted for 0 of them (0.0%). Across every category it voted for 1.5% 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 this filer 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.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by X-Square Balanced Fund, LLC (filer no. 1763143), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.