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At VELOCITY FINANCIAL INC.'s shareholder meeting held May 17, 2024, in the 2023-2024 proxy season, 88 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,017 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 2023 EXECUTIVE COMPENSATION ON AN ADVISORY BASIS. — the reporting funds and managers cast 99.9% 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.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and VELOCITY FINANCIAL INC.’s Form 8-K, filed May 23, 2024 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of May 17, 2024: 2 items on VELOCITY FINANCIAL INC.’s Form 8-K, filed May 23, 2024: 1 approved · 1 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
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 23, 2024 (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 |
|---|---|---|---|---|---|---|---|---|
| Proposal 1 | 32,192,729 | 45,527 | 27,361 | -- | 349,332 | 99.8% | Not verified | — |
| Proposal III. The ratification of RSM US LLP as our independent auditor for 2024. Our shareholders ratified RSM US LLP as our independent auditor for 2024 | 32,448,407 | 163,141 | 3,401 | -- | -- | 99.4% | Approved | — |
Source: VELOCITY FINANCIAL INC., Form 8-K, filed with the SEC on May 23, 2024 — read the filing on EDGAR.
Each item below shows how the 88 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.
99.9% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,192 for, 60 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
100% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,252 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
99% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 121,665 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 40,047 | 0 | 0 | Against |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 2,032 | 15,180 | 0 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,058,360 for, 176,892 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 121,665 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 40,047 | 0 | 0 | Against |
| Charles Schwab | 0 | 28,217 | 0 | 0 | Against |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 2,032 | 15,180 | 0 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 1,476 | 7,000 | 0 | 0 | Mixed |
| RBC FUNDS TRUST | 0 | 5,400 | 0 | 0 | Against |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 0 | 3,631 | 0 | 0 | Against |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 0 | 1,800 | 0 | 0 | Against |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,010,336 for, 224,916 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
100% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,252 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
99% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 121,665 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 40,047 | 0 | 0 | Against |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 2,032 | 15,180 | 0 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,058,360 for, 176,892 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
100% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,252 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 3 wordings of this item as funds reported it.
100% 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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,252 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 for.
Combines 2 wordings of this item as funds reported it.
99.9% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: APPROVE 2023 EXECUTIVE COMPENSATION ON AN ADVISORY BASIS.
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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 121,665 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,235,252 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
| PACIFIC INVESTMENT MANAGEMENT CO LLC | 10,963,806 | 0 | 0 | 0 | For |
| State Street | 143,627 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 143,246 | 0 | 0 | 0 | For |
| BlackRock | 123,652 | 0 | 0 | 0 | For |
| Northern Trust | 55,061 | 0 | 0 | 0 | For |
| EAM Investors, LLC | 46,971 | 0 | 0 | 0 | For |
| Dimensional | 43,634 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 16,510 | 0 | 0 | 0 | For |
| BAILARD, INC. | 15,180 | 0 | 0 | 0 | For |
| UBS | 0 | 14,302 | 0 | 0 | Against |
| Nuveen | 13,636 | 0 | 0 | 0 | For |
| Vanguard | 7,923 | 0 | 0 | 0 | For |
| Rhumbline | 5,462 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 4,895 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 3,871 | 0 | 0 | Against |
| WASHINGTON STATE INVESTMENT BOARD | 3,747 | 0 | 0 | 0 | For |
| JPMorgan | 3,433 | 0 | 0 | 0 | For |
| Goldman Sachs | 3,163 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,824 | 0 | 0 | 0 | For |
| Invesco | 2,723 | 0 | 0 | 0 | For |
| AllianceBernstein | 2,630 | 0 | 0 | 0 | For |
Institutional-manager reports, all 63 managers: 23,959,493 for, 20,213 against. Showing the 25 largest; every one is in the interactive database (link above).
100% of fund votes cast · no official result
The 2 asset managers below reported 1,145,088 for. 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 |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,141,655 | 0 | 0 | 0 | For |
| JPMorgan | 3,433 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
99.4% Approved · of votes cast
Description as filed by funds: RATIFY RSM US LLP AS INDEPENDENT AUDITOR FOR 2024.
VELOCITY FINANCIAL INC.’s own tally for this item (“Proposal III. The ratification of RSM US LLP as our independent auditor for 2024. Our shareholders ratified RSM US LLP as our independent auditor for 2024 with the following votes:”): 32,448,407 for, 163,141 against — passed, per its Form 8-K filed May 23, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Our shareholders ratified RSM US LLP as our independent auditor for 2024 with the following votes:”
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 | 414,690 | 0 | 0 | 0 | For |
| BlackRock | 366,898 | 0 | 0 | 0 | For |
| Fidelity | 131,524 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 121,665 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 40,047 | 0 | 0 | 0 | For |
| Charles Schwab | 28,217 | 0 | 0 | 0 | For |
| Dimensional | 22,258 | 0 | 0 | 0 | For |
| Equitable | 17,820 | 0 | 0 | 0 | For |
| Nationwide | 17,212 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,028 | 0 | 0 | 0 | For |
| TIAA | 13,636 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,476 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 5,400 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 4,316 | 0 | 0 | 0 | For |
| Northern Trust | 3,952 | 0 | 0 | 0 | For |
| Global X | 3,631 | 0 | 0 | 0 | For |
| Pacific Life | 3,550 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,098 | 0 | 0 | 0 | For |
| John Hancock | 3,049 | 0 | 0 | 0 | For |
| GPS Funds I | 2,069 | 0 | 0 | 0 | For |
| SEI | 1,800 | 0 | 0 | 0 | For |
| ProShares | 1,369 | 0 | 0 | 0 | For |
| DWS | 1,318 | 0 | 0 | 0 | For |
| Principal | 997 | 0 | 0 | 0 | For |
| Jackson National | 893 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 1,113,587 for, 121,665 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 12,272,765 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 12,272,765 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 32,985,794 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 1.26% |
| 2 | BlackRock | 1.11% |
| 3 | Fidelity | 0.40% |
| 4 | EA Series Trust | 0.37% |
| 5 | BRIDGEWAY FUNDS INC | 0.12% |
| 6 | Charles Schwab | 0.09% |
| 7 | Dimensional | 0.07% |
| 8 | Equitable | 0.05% |
| 9 | Nationwide | 0.05% |
| 10 | QUANTITATIVE MASTER SERIES LLC | 0.04% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Snow Phipps Group, LLC | 37.21% |
| 2 | PACIFIC INVESTMENT MANAGEMENT CO LLC | 33.24% |
| 3 | State Street | 0.44% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 0.43% |
| 5 | BlackRock | 0.37% |
| 6 | Northern Trust | 0.17% |
| 7 | EAM Investors, LLC | 0.14% |
| 8 | Dimensional | 0.13% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.12% |
| 10 | Charles Schwab | 0.09% |
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 |
|---|---|---|
| Snow Phipps Group | — | DEF14A |
| SPG GP, LLC | — | 13D |
| Pacific Investment Management Company LLC | — | 13D |
| Beach Point Capital Management | — | DEF14A |
| BlackRock | — | 13F |
| Vanguard Group | — | 13F |
| Goldman Sachs | — | 13F |
| Geode Capital | — | 13F |
| State Street | — | 13F |
| Dimensional Fund Advisors | — | 13F |
Percentages above are of 32,985,794 shares outstanding, as reported by VELOCITY FINANCIAL INC. on its Form 10-Q dated May 1, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 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 May 1, 2024. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
VELOCITY FINANCIAL INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
proxyvotesnow.com, “VELOCITY FINANCIAL (VEL) 2024 Annual Meeting: Shareholder Vote Results”, https://proxyvotesnow.com/company/velocity-financial-inc/2024 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.