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Compiled from SEC Form N-PX filings and Velocity Financial, Inc.’s Form 8-K, filed May 28, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of May 23, 2025: 11 items on Velocity Financial, Inc.’s Form 8-K, filed May 28, 2025: 1 approved · 10 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2024-2025 2025-2026
Explore Velocity Financial, Inc. in the interactive database Compare manager voting policies
These tallies are Velocity Financial, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 28, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Dorika M. Beckett | 23,327,805 | 124,701 | 6,568 | -- | 1,044,375 | 99.4% | Not verified | — |
| Elect Director: Michael W. Chiao | 23,299,964 | 46,219 | 112,891 | -- | 1,044,375 | 99.8% | Not verified | — |
| Elect Director: Christopher D. Farrar | 23,442,076 | 14,179 | 2,819 | -- | 1,044,375 | 99.9% | Not verified | — |
| Elect Director: Alan H. Mantel | 23,203,338 | 142,820 | 112,916 | -- | 1,044,375 | 99.3% | Not verified | — |
| Elect Director: John P. Pitstick | 23,344,960 | 1,223 | 112,891 | -- | 1,044,375 | 99.9% | Not verified | — |
| Elect Director: John A. Pless | 22,933,970 | 522,311 | 2,793 | -- | 1,044,375 | 98% | Not verified | — |
| Elect Director: Joy L. Schaefer | 23,327,805 | -- | 6,568 | -- | 1,044,375 | — | Not verified | — |
| Elect Director: Omar Maasarani | 23,442,741 | 13,539 | 2,794 | -- | 1,044,375 | 99.9% | Not verified | — |
| Proposal 9 | 23,185,417 | 160,640 | 113,017 | -- | 1,044,375 | 99.3% | Not verified | — |
| Proposal III. The ratification of RSM US LLP as our independent auditor for 2025. Our shareholders ratified RSM US LLP as our independent auditor for 2025 with the following votes: | 24,390,052 | 110,638 | 2,759 | -- | -- | 99.5% | Approved | — |
| Proposal 11 | 23,283,863 | 172,352 | 2,859 | -- | 1,044,375 | 99.2% | Not verified | — |
Source: Velocity Financial, Inc., Form 8-K, filed with the SEC on May 28, 2025 — read the filing on EDGAR.
Each item below shows how the 112 asset managers that disclosed a Velocity Financial, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Velocity Financial, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Alan H. Mantel
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Alan H. Mantel”): 23,203,338 for, 142,820 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 110,123 | 0 | Abstain |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,783,762 for, 449 against, 112,566 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Christopher D. Farrar
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Christopher D. Farrar”): 23,442,076 for, 14,179 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 110,123 | 0 | 0 | 0 | For |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,894,334 for, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Dorika M. Beckett
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Dorika M. Beckett”): 23,327,805 for, 124,701 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 110,123 | 0 | 0 | Against |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,784,211 for, 110,123 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John A. Pless
Velocity Financial, Inc.’s own tally for this item (“Elect Director: John A. Pless”): 22,933,970 for, 522,311 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 110,123 | 0 | 0 | Against |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 75,082 | 0 | 0 | Against |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 0 | 5,406 | 0 | 0 | Against |
| RBC FUNDS TRUST | 0 | 5,400 | 0 | 0 | Against |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,695,402 for, 198,932 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.2% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: Election of Directors: Joy L. Schaefer
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 110,123 | 0 | 0 | Against |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,784,211 for, 110,123 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Michael W. Chiao
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Michael W. Chiao”): 23,299,964 for, 46,219 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 110,123 | 0 | Abstain |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,784,147 for, 64 against, 112,566 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Omar M. Maasarani
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Omar Maasarani”): 23,442,741 for, 13,539 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 110,123 | 0 | 0 | 0 | For |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,894,270 for, 64 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John P. Pitstick
Velocity Financial, Inc.’s own tally for this item (“Elect Director: John P. Pitstick”): 23,344,960 for, 1,223 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 110,123 | 0 | Abstain |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,038 | 0 | 0 | 0 | For |
Fund voting reports, all 42 managers: 1,772,211 for, 112,566 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 2 wordings of this item as funds reported it.
99.1% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 0 | 115,178 | 0 | 0 | Against |
| EA Series Trust | 110,123 | 0 | 0 | 0 | For |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 4,466 | 4,538 | 0 | 0 | Mixed |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 5,400 | 0 | 0 | Against |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,769,218 for, 125,116 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
98% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 0 | 115,178 | 0 | 0 | Against |
| EA Series Trust | 0 | 0 | 110,123 | 0 | Abstain |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 4,466 | 4,538 | 0 | 0 | Mixed |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,664,495 for, 119,716 against, 112,566 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| BlackRock | 458,005 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 196,726 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 161,084 | 0 | 0 | 0 | For |
| State Street | 122,851 | 0 | 0 | 0 | For |
| American Century | 0 | 119,716 | 0 | 0 | Against |
| Citadel | 106,395 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,093 | 0 | 0 | 0 | For |
| Goldman Sachs | 65,475 | 0 | 0 | 0 | For |
| Northern Trust | 62,757 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 50,014 | 0 | 0 | 0 | For |
| Two Sigma | 46,676 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 42,614 | 0 | 0 | 0 | For |
| Dimensional | 40,274 | 0 | 0 | 0 | For |
| Allianz | 30,958 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 27,921 | 0 | 0 | 0 | For |
| UBS | 0 | 25,418 | 0 | 0 | Against |
| Point72 | 23,988 | 0 | 0 | 0 | For |
| Janus Henderson | 13,825 | 0 | 0 | 0 | For |
| Nuveen | 10,675 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,518 | 0 | 0 | 0 | For |
| Vanguard | 7,992 | 0 | 0 | 0 | For |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0 | 6,800 | 0 | 0 | Against |
| Freedom Investment Management, Inc. | 5,625 | 0 | 0 | 0 | For |
Institutional-manager reports, all 84 managers: 15,058,567 for, 158,280 against, 283 not voted. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.5% Approved · of votes cast
Description as filed by funds: RATIFY RSM US LLP AS INDEPENDENT AUDITOR FOR 2025.
Velocity Financial, Inc.’s own tally for this item (“Proposal III. The ratification of RSM US LLP as our independent auditor for 2025. Our shareholders ratified RSM US LLP as our independent auditor for 2025 with the following votes:”): 24,390,052 for, 110,638 against — passed, per its Form 8-K filed May 28, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Our shareholders ratified RSM US LLP as our independent auditor for 2025 with the following votes:”
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 456,901 | 0 | 0 | 0 | For |
| BlackRock | 433,727 | 0 | 0 | 0 | For |
| Fidelity | 203,509 | 0 | 0 | 0 | For |
| Dimensional | 132,852 | 0 | 0 | 0 | For |
| American Century | 115,178 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 110,123 | 0 | 0 | Against |
| Goldman Sachs | 90,605 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Charles Schwab | 75,082 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 16,274 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,459 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 13,198 | 0 | 0 | 0 | For |
| Nationwide | 13,040 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 12,000 | 0 | 0 | 0 | For |
| TIAA | 10,675 | 0 | 0 | 0 | For |
| Pacific Life | 9,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | Mixed |
| Global X | 5,406 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| John Hancock | 5,135 | 0 | 0 | 0 | For |
| Northern Trust | 4,493 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,411 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 1,784,211 for, 110,123 against, 2,443 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 36,491,520 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 1.25% |
| 2 | BlackRock | 1.19% |
| 3 | Fidelity | 0.56% |
| 4 | Dimensional | 0.36% |
| 5 | American Century | 0.32% |
| 6 | EA Series Trust | 0.30% |
| 7 | Goldman Sachs | 0.25% |
| 8 | BRIDGEWAY FUNDS INC | 0.22% |
| 9 | Charles Schwab | 0.21% |
| 10 | WisdomTree | 0.07% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Snow Phipps Group, LLC | 36.59% |
| 2 | BlackRock | 1.26% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 0.54% |
| 4 | MARSHALL WACE, LLP | 0.44% |
| 5 | State Street | 0.34% |
| 6 | American Century | 0.33% |
| 7 | Citadel | 0.29% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.22% |
| 9 | Charles Schwab | 0.21% |
| 10 | Goldman Sachs | 0.18% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| SPG GP, LLC | 36.59% | 13D |
| Snow Phipps Group | 36.59% | DEF14A |
| Pacific Investment Management Company LLC | 34.63% | 13D |
| Beach Point Capital Management LP | 19.04% | 13G |
| BlackRock | 3.02% | 13F |
| Vanguard Group | 1.27% | 13F |
| Citadel Advisors | 1.06% | 13F |
| Dimensional Fund Advisors | 0.80% | 13F |
| Goldman Sachs | 0.54% | 13F |
| State Street | 0.37% | 13F |
Percentages above are of 36,491,520 shares outstanding, as reported by Velocity Financial, Inc. on its Form 10-Q dated April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Velocity Financial, Inc.’s 10-Q dated April 30, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At Velocity Financial, Inc.'s shareholder meeting held May 23, 2025, in the 2024-2025 proxy season, 112 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,464 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Velocity Financial, Inc.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — APPROVE 2024 EXECUTIVE COMPENSATION ON AN ADVISORY BASIS. — the reporting funds and managers cast 98% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.
Velocity Financial, Inc. proxy season coverage: 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.