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Form N-PX · fund registrantSEC filer no. 867297

Virtus Investment Trust

fund voting report, part of Virtus

Vote records reported
11,569year to 30 June 2026
Against management
8.9%1,011 of 11,419 marked votes
Say-on-pay support
89.3%for, of for + against + abstain
Shareholder-proposal support
28.7%for, of for + against + abstain
88.3% for8.2% against3.5% other8.9% against management11,486 votes

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

For the year to 30 June 2026, Virtus Investment Trust reported 11,569 vote records on Form N-PX. 1,011 of the 11,419 votes that were marked for or against management went against management: 8.9%, 2.6 percentage points above the median fund registrant (6.2%).

Weighted by the number of shares voted, the against-management share is 9.8%. 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 89.3% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 28.7% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (39.6% of 48), COMPENSATION (17.5% of 530) and CORPORATE GOVERNANCE (16.3% of 967).

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 2026This filerMedian fund registrantAll filers pooled
Against-management share8.9%6.2%10.6%
Say-on-pay support rate89.3%91.6%86.0%
Shareholder-proposal support rate28.7%27.5%33.9%
Shares on loan, share of shares held0.00%0.00%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 ELECTIONS6,8756,3412357.3%
SECTION 14A SAY-ON-PAY VOTES1,5621,30815610.8%
AUDIT-RELATED89588780.9%
SHAREHOLDER RIGHTS AND DEFENSES4842639.6%
EXTRAORDINARY TRANSACTIONS5850813.8%
CAPITAL STRUCTURE3943445016.0%
COMPENSATION5324359717.5%
CORPORATE GOVERNANCE98982915816.3%
ENVIRONMENT OR CLIMATE12091112.5%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE51143715.7%
DIVERSITY, EQUITY, AND INCLUSION676610.0%
OTHER SOCIAL ISSUES195261696.2%
OTHER4127123.3%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202412,1308.6%91.4%40.5%
year to 30 June 202513,0327.7%89.3%34.0%
year to 30 June 202611,5698.9%89.3%28.7%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Virtus Investment Trust voted against management on 50 of the 509 it marked either way (9.8%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 228 proposals from security holders that could be told apart in the filings and on which it cast a vote, Virtus Investment Trust voted for 66 (28.9%). 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.
Mastercard Incorporated16 Jun 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
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,"
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 to amend the bylaws to repeal 3% derivative suit ownership threshold.
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.
NextEra Energy, Inc.21 May 2026Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
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 Lobbying Disclosure
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
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,"
THE BOEING COMPANY17 Apr 2026Action by Written Consent.
Micron Technology, Inc.15 Jan 2026Reduce Ownership Threshold for Shareholders to Call Special Meeting
Lam Research Corporation4 Nov 2025Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting,"
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
United Parcel Service, Inc.7 May 2026To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Vertex Pharmaceuticals Incorporated13 May 2026Shareholder proposal, if properly presented at the meeting, regarding shareholder right to act by written...
FedEx Corporation29 Sep 2025Stockholder proposal regarding independent board chairman.
Marvell Technology, Inc.25 Jun 2026To consider and act on one stockholder proposal, entitled "Independent Board Chairman"
Snowflake Inc.29 Jun 2026To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal...
IDEXX Laboratories, Inc.12 May 2026Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal...
Cintas Corporation28 Oct 2025A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting.
Autodesk, Inc.17 Jun 2026Stockholder proposal requesting amendment to stockholder special meeting right.
Equinix, Inc.13 May 2026Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related...
AppLovin Corporation3 Jun 2026Stockholder proposal regarding disclosure of voting results by class of shares
HCA Healthcare, Inc.23 Apr 2026Stockholder proposal, if properly presented at the meeting, regarding stockholders' right to act by...

Shares on loan

Virtus Investment Trust 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.

Fund series in this filing

13 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
Virtus Small-Cap Fund2,2469.4%91.1%30.8%
Virtus Income & Growth Fund1,22311.1%87.5%16.1%
Virtus NFJ Large-Cap Value Fund1,0497.0%88.2%33.3%
Virtus NFJ Mid-Cap Value Fund9744.5%95.8%42.9%
Virtus NFJ Small-Cap Value Fund9697.2%89.2%not reported
Virtus Emerging Markets Opportunities Fund93813.4%not reported13.3%
Virtus Silvant Mid-Cap Growth Fund92314.1%86.1%92.3%
Virtus NFJ Dividend Value Fund8465.9%89.1%29.9%
Virtus NFJ International Value Fund7578.1%80.0%15.0%
Virtus Zevenbergen Technology Fund5765.7%100.0%30.6%
Virtus KAR Global Small-Cap Fund3916.8%100.0%not reported
Virtus Silvant Focused Growth Fund37314.7%78.3%27.3%
Virtus KAR Health Sciences Fund3043.9%95.7%45.5%

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.

Questions

How did Virtus Investment Trust vote on executive pay?

In the year to 30 June 2026 Virtus Investment Trust reported 1,464 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 1,308 were for (89.3%), 156 against and 0 abstentions. Counting one item per company meeting, it voted against management on 50 of the 509 say-on-pay items it marked either way.

How often does Virtus Investment Trust vote against management?

8.9% of the time in the year to 30 June 2026: 1,011 of the 11,419 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 Investment Trust support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 114 votes on proposals from security holders in the year to 30 June 2026 and voted for 3 of them (2.6%). Across every category it voted for 28.7% 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 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 Virtus Investment Trust (filer no. 867297), 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.