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Virtus 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Virtus voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

111 proposals. Every shareholder proposal Virtus backed in 2024-2025 is listed here.

Virtus, 2024-2025 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedVirtus votedFunds
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder Against FOR 11
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 10
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder Against FOR 10
Cadence Design Systems, Inc. May 8, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 8
Microsoft Corporation December 10, 2024 Report on AI Data Sourcing Accountability Other Social Issues Shareholder Against FOR 7
Microsoft Corporation December 10, 2024 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 7
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder Against FOR 6
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 5
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 5
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 4
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 4
Deere & Company February 26, 2025 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder Against FOR 4
MICROSOFT CORP. December 10, 2024 Report on AI Data Sourcing Accountability Other Social Issues Shareholder Against FOR 4
MICROSOFT CORP. December 10, 2024 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 4
The Procter & Gamble Company October 8, 2024 Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 4
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder Against FOR 3
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 3
COSTAR GROUP INC. June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder Against FOR 3
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 3
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder Against FOR 3
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder Against FOR 3
Microsoft Corporation December 10, 2024 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 3
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 3
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 3
Visa Inc. January 28, 2025 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder Against FOR 3
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 2
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder Against FOR 2
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 2
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce Shareholder Against FOR 2
Alphabet Inc. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder Against FOR 2
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues Shareholder Against FOR 2
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder Against FOR 2
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder Against FOR 2
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 2
Cintas Corporation October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
Cintas Corporation October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 2
Cintas Corporation October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 2
CoStar Group, Inc. June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder Against FOR 2
FedEx Corporation September 23, 2024 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder Against FOR 2
Gilead Sciences, Inc. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate Shareholder Against FOR 2
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 2
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder Against FOR 2
Microsoft Corporation December 10, 2024 Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues Shareholder Against FOR 2
Microsoft Corporation December 10, 2024 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 2
NVIDIA Corporation June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder Against FOR 2
Teradyne, Inc. May 9, 2025 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 1
Alphabet Inc June 6, 2025 Shareholder Proposal Regarding Human Rights Impact Assessment of AI-Driven Targeted Advertising Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
Alphabet Inc June 6, 2025 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder Not determined FOR 1
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on risks of discrimination in GenAl Environment or Climate Shareholder Against FOR 1
Amazon.com Inc. May 21, 2025 Shareholder Proposal Regarding Report on Risk of AI Data Sourcing Other Social Issues Shareholder Not determined FOR 1
Amazon.com Inc. May 21, 2025 Shareholder Proposal Regarding Report on Working Conditions Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder Against FOR 1
Apple Inc February 25, 2025 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder Not determined FOR 1
Apple Inc February 25, 2025 Shareholder Proposal Regarding Transparency Report on CSAM Identifying Software Other Social Issues Shareholder Not determined FOR 1
Apple Inc. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder Against FOR 1
Berkshire Hathaway Inc. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate Shareholder Against FOR 1
Boyd Gaming Corp. May 8, 2025 Shareholder Proposal Regarding Report on Cost Savings of Smoke-free Policy Other Social Issues Shareholder No recommendation FOR 1
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 1
Carrier Global Corp April 9, 2025 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder Not determined FOR 1
Caterpillar, Inc. June 11, 2025 Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion Shareholder Against FOR 1
Cboe Global Markets Inc. May 6, 2025 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder No recommendation FOR 1
Cboe Global Markets, Inc. May 6, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 1
Cintas Corporation October 29, 2024 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder Against FOR 1
Crown Holdings, Inc. May 1, 2025 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder No recommendation FOR 1
DEERE & CO. February 26, 2025 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder Against FOR 1
DRAFTKINGS INC. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 1
Deere & Co. February 26, 2025 Shareholder Proposal Regarding Civil Rights Audit Diversity, Equity, and Inclusion Shareholder No recommendation FOR 1
Deere & Company February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Diversity, Equity, and Inclusion Shareholder Against FOR 1
Dollar General Corp. May 29, 2025 Shareholder Proposal Regarding Human Rights Policy Human Rights or Human Capital/workforce Shareholder No recommendation FOR 1
DraftKings Inc. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 1
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder Against FOR 1
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 1
HCA Healthcare Inc April 24, 2025 Shareholder Proposal Regarding Report on Impact of Hospital Acquisitions Other Social Issues Shareholder No recommendation FOR 1
HCA Healthcare, Inc. April 24, 2025 Stockholder proposal, if properly presented at the meeting, regarding an amendment to Patient Safety and Quality of Care Committee charter. Other Social Issues Shareholder Against FOR 1
HCA Healthcare, Inc. April 24, 2025 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Other Social Issues Shareholder Against FOR 1
International Business Machines Corporation April 29, 2025 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder Against FOR 1
JPMorgan Chase & Co. May 20, 2025 Report on social impacts of transition finance Environment or Climate Shareholder Against FOR 1
Johnson & Johnson April 24, 2025 Produce a human rights impact assessment Human Rights or Human Capital/workforce Shareholder Against FOR 1
Lennar Corp. April 9, 2025 Shareholder Proposal Regarding Reducing Value Chain GHG Emissions Environment or Climate Shareholder Not determined FOR 1
Lennar Corp. April 9, 2025 Shareholder Proposal Regarding Report on LGBTQIA+ Equity and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
McKesson Corporation July 31, 2024 Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care Other Social Issues Shareholder Against FOR 1
Merck & Co., Inc. May 27, 2025 Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce Shareholder Against FOR 1
Merck & Co., Inc. May 27, 2025 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder Against FOR 1
Meta Platforms Inc May 28, 2025 Shareholder Proposal Regarding Report and Targets on Child Safety Impacts Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
Meta Platforms Inc May 28, 2025 Shareholder Proposal Regarding Report on Efforts to Combat Hate Other Social Issues Shareholder Not determined FOR 1
Meta Platforms Inc May 28, 2025 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder Not determined FOR 1
Meta Platforms Inc May 28, 2025 Shareholder Proposal Regarding Transparency Report on Data Collection and Advertising Practices Other Social Issues Shareholder Not determined FOR 1
Meta Platforms Inc May 28, 2025 Shareholder Proposal Regarding Transparency Report on Deepfake Identifying Software Other Social Issues Shareholder Not determined FOR 1
Morgan Stanley May 15, 2025 Shareholder proposal requesting an energy supply ratio Environment or Climate Shareholder Against FOR 1
NVIDIA CORP. June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder Against FOR 1
NVIDIA Corp June 25, 2025 Shareholder Proposal Regarding Workforce Data Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
Netflix, Inc. June 5, 2025 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
Nike, Inc. September 10, 2024 Shareholder Proposal Regarding Report on Sustainability Targets and Strategy Environment or Climate Shareholder Against FOR 1
Old Dominion Freight Line, Inc. May 21, 2025 Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement Environment or Climate Shareholder No recommendation FOR 1
Otis Worldwide Corp May 15, 2025 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder No recommendation FOR 1
Palo Alto Networks, Inc. December 10, 2024 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder Against FOR 1
PepsiCo Inc May 7, 2025 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
Planet Fitness Inc May 6, 2025 Shareholder Proposal Regarding EEO-1 Reporting Diversity, Equity, and Inclusion Shareholder No recommendation FOR 1

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Built October 13, 2026 from SEC Form N-PX filings.