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Virtus 2025-2026: 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

34 proposals. Every shareholder proposal Virtus backed in 2025-2026 is listed here.

Virtus, 2025-2026 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
Microsoft Corporation December 5, 2025 Report on Human Rights Due Diligence Human Rights or Human Capital/workforce Shareholder Against FOR 15
Microsoft Corporation December 5, 2025 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 14
Alphabet Inc. June 5, 2026 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder Against FOR 9
BJ's Wholesale Club Holdings, Inc. June 18, 2026 Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 4
BJ's Wholesale Club Holdings, Inc. June 18, 2026 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 4
NextEra Energy, Inc. May 21, 2026 A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate Shareholder Against FOR 4
Palantir Technologies Inc. June 3, 2026 Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 4
Meta Platforms, Inc. May 27, 2026 A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues Shareholder Against FOR 3
Meta Platforms, Inc. May 27, 2026 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 3
The Goldman Sachs Group, Inc. April 29, 2026 Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues Shareholder Against FOR 3
Booking Holdings Inc. June 2, 2026 Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues Shareholder Against FOR 2
O'Reilly Automotive, Inc. May 14, 2026 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues Shareholder Against FOR 2
Akamai Technologies, Inc. May 13, 2026 To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues Shareholder Against FOR 1
Alphabet Inc. June 5, 2026 Shareholder proposal regarding AI Board oversight Other Social Issues Shareholder Against FOR 1
Alphabet Inc. June 5, 2026 Shareholder proposal regarding a report on AI-generated misinformation Other Social Issues Shareholder Against FOR 1
Alphabet Inc. June 5, 2026 Shareholder proposal regarding a report on data privacy Other Social Issues Shareholder Against FOR 1
Alphabet Inc. June 5, 2026 Shareholder proposal regarding a report on water usage and AI development Environment or Climate Shareholder Against FOR 1
Alphabet Inc. June 5, 2026 Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder Against FOR 1
Amazon.com, Inc. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder Against FOR 1
JPMorgan Chase & Co. May 19, 2026 Lobbying alignment Other Social Issues Shareholder Against FOR 1
Knight-Swift Transportation Holdings Inc. May 12, 2026 Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues Shareholder Against FOR 1
Merck & Co., Inc. May 26, 2026 Shareholder proposal regarding a report on political contributions. Other Social Issues Shareholder Against FOR 1
Meta Platforms, Inc. May 27, 2026 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Other Social Issues Shareholder Against FOR 1
Meta Platforms, Inc. May 27, 2026 A shareholder proposal regarding report on climate change-related commitments. Environment or Climate Shareholder Against FOR 1
Meta Platforms, Inc. May 27, 2026 A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce Shareholder Against FOR 1
Microsoft Corporation December 5, 2025 Report on Al Data Usage Oversight Other Social Issues Shareholder Against FOR 1
Microsoft Corporation December 5, 2025 Report on Al and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues Shareholder Against FOR 1
NVR, Inc. May 7, 2026 Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate Shareholder Against FOR 1
Otis Worldwide Corporation May 27, 2026 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder Against FOR 1
Pilgrim's Pride Corporation April 29, 2026 A stockholder proposal to provide a political spending disclosure. Other Social Issues Shareholder Against FOR 1
Tesla, Inc. November 6, 2025 A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce Shareholder Against FOR 1
Wells Fargo & Company April 28, 2026 Shareholder Proposal - Energy Supply Ratio. Environment or Climate Shareholder Against FOR 1
Wells Fargo & Company April 28, 2026 Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate Shareholder Against FOR 1
Workday, Inc. June 16, 2026 To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category. Diversity, Equity, and Inclusion Shareholder Against FOR 1

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Built October 18, 2026 from SEC Form N-PX filings.