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Compiled from SEC Form N-PX filings and Velocity Financial, Inc.’s Form 8-K, filed 2025-05-28 (Item 5.07 on EDGAR). Page generated 02 October 2026.
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 2025-05-28 (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 | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Dorika M. Beckett | 23,327,805 | 124,701 | 6,568 | -- | 1,044,375 | Majority: yes |
| Elect Director: Michael W. Chiao | 23,299,964 | 46,219 | 112,891 | -- | 1,044,375 | Majority: yes |
| Elect Director: Christopher D. Farrar | 23,442,076 | 14,179 | 2,819 | -- | 1,044,375 | Majority: yes |
| Elect Director: Alan H. Mantel | 23,203,338 | 142,820 | 112,916 | -- | 1,044,375 | Majority: yes |
| Elect Director: John P. Pitstick | 23,344,960 | 1,223 | 112,891 | -- | 1,044,375 | Majority: yes |
| Elect Director: John A. Pless | 22,933,970 | 522,311 | 2,793 | -- | 1,044,375 | Majority: yes |
| Elect Director: Joy L. Schaefer | 23,327,805 | 12,471 | 6,568 | -- | 1,044,375 | Majority: yes |
| Elect Director: Omar Maasarani | 23,442,741 | 13,539 | 2,794 | -- | 1,044,375 | Majority: yes |
| Proposal 9 | 23,185,417 | 160,640 | 113,017 | -- | 1,044,375 | Majority: yes |
| 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 | -- | -- | Majority: yes |
| Proposal 11 | 23,283,863 | 172,352 | 2,859 | -- | 1,044,375 | Majority: yes |
Source: Velocity Financial, Inc., Form 8-K, filed with the SEC on 2025-05-28 — read the filing on EDGAR.
Each item below shows how the 116 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.
98% fund support · no official result
The 112 asset managers below cast 98% of the shares they voted on this item FOR (16,723,062 for, 277,996 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| BlackRock | 891,732 | 0 | 0 | 0 | For |
| Vanguard | 464,893 | 0 | 0 | 0 | For |
| American Century | 0 | 234,894 | 0 | 0 | Against |
| Fidelity | 205,331 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 196,726 | 0 | 0 | 0 | For |
| Dimensional | 173,126 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 161,084 | 0 | 0 | 0 | For |
| Goldman Sachs | 156,080 | 0 | 0 | 0 | For |
| Charles Schwab | 150,175 | 0 | 0 | 0 | For |
| State Street | 126,115 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 110,123 | 0 | Abstain |
| Citadel | 106,395 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81,998 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 81,998 | 0 | 0 | 0 | For |
| Northern Trust | 67,250 | 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 |
| Allianz | 30,958 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 27,921 | 0 | 0 | 0 | For |
| WisdomTree | 26,697 | 0 | 0 | 0 | For |
| UBS | 0 | 25,418 | 0 | 0 | Against |
| Point72 | 23,988 | 0 | 0 | 0 | For |
| Equitable | 19,914 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.1% fund support · no official result
The 44 asset managers below cast 99.1% of the shares they voted on this item FOR (15,122,321 for, 125,116 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | Against |
| Lincoln Financial | 8,076 | 0 | 0 | 0 | For |
| Brighthouse | 2,976 | 0 | 2,443 | 0 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.4% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99.9% of the shares they voted on this item FOR (15,136,865 for, 449 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.1% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (15,247,437 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.4% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99.2% of the shares they voted on this item FOR (15,137,314 for, 110,123 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 63% for, 1% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99% of the shares they voted on this item FOR (15,048,505 for, 198,932 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Joy L. Schaefer”): 23,327,805 for, 12,471 against, per its Form 8-K filed 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.1% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99.2% of the shares they voted on this item FOR (15,137,314 for, 110,123 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.2% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99.9% of the shares they voted on this item FOR (15,137,250 for, 64 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.1% against (64% of the company cast a for/against vote).
The 44 asset managers below cast 99.9% of the shares they voted on this item FOR (15,247,373 for, 64 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
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, per its Form 8-K filed 2025-05-28 (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. Of all 36,491,520 outstanding shares: 67% for, 0.4% against (67% of the company cast a for/against vote).
The 44 asset managers below cast 99.2% of the shares they voted on this item FOR (15,137,314 for, 110,123 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
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 2025-05-28 (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. Of all 36,491,520 outstanding shares: 64% for, 0.1% against (64% of the company cast a for/against vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (15,125,314 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| 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 | For |
| 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 |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (448,623 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 444,351 | 0 | 0 | 0 | For |
| JPMorgan | 4,272 | 0 | 0 | 0 | For |
Ranked by the number of Velocity Financial, Inc. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 36,491,520 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Snow Phipps Group, LLC | 36.59% |
| 2 | BlackRock | 2.44% |
| 3 | Vanguard | 1.27% |
| 4 | American Century | 0.64% |
| 5 | Fidelity | 0.56% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 0.54% |
| 7 | Dimensional | 0.47% |
| 8 | MARSHALL WACE, LLP | 0.44% |
| 9 | Goldman Sachs | 0.43% |
| 10 | Charles Schwab | 0.41% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2025-04-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Velocity Financial, Inc.'s shareholder meeting held 2025-05-23, in the 2024-2025 proxy season, 116 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,469 separate fund positions. Their filings are grouped here into 12 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 cast 98% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
Velocity Financial, Inc. proxy season coverage: 2024-2025 (this page) · 2025-2026.