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Compiled from SEC Form N-PX filings and Velocity Financial, Inc.’s Form 8-K, filed 2026-05-26 (Item 5.07 on EDGAR). Page generated 04 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 2026-05-26 (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 | 24,668,443 | 12,440 | 6,788 | -- | 1,181,801 | Majority: yes |
| Elect Director: Michael W. Chiao | 24,661,094 | 21,190 | 5,387 | -- | 1,181,801 | Majority: yes |
| Elect Director: Christopher D. Farrar | 24,651,920 | 30,883 | 4,868 | -- | 1,181,801 | Majority: yes |
| Elect Director: Alan H. Mantel | 24,560,450 | 121,835 | 5,386 | -- | 1,181,801 | Majority: yes |
| Elect Director: John P. Pitstick | 24,676,717 | 5,568 | 5,386 | -- | 1,181,801 | Majority: yes |
| Elect Director: John A. Pless | 24,420,558 | 261,726 | 5,387 | -- | 1,181,801 | Majority: yes |
| Elect Director: Joy L. Schaefer | 24,670,154 | 10,729 | 6,788 | -- | 1,181,801 | Majority: yes |
| Elect Director: Omar M. Maasarani | 24,604,346 | 77,938 | 5,387 | -- | 1,181,801 | Majority: yes |
| Proposal 9 | 24,590,950 | 92,104 | 4,617 | -- | 1,181,801 | Majority: yes |
| Proposal III. The ratification of RSM US LLP as our independent auditor for 2026. Our shareholders ratified RSM US LLP as our independent auditor for 2026 with the following votes: | 25,860,650 | 2,294 | 6,528 | -- | -- | Majority: yes |
Source: Velocity Financial, Inc., Form 8-K, filed with the SEC on 2026-05-26 — read the filing on EDGAR.
Each item below shows how the 128 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 4 wordings of this item as funds reported it.
99.6% fund support · no official result
The 128 asset managers below cast 99.6% of the shares they voted on this item FOR (24,605,869 for, 88,255 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| Beach Point Capital Management LP | 6,551,467 | 0 | 0 | 0 | For |
| BlackRock | 1,383,193 | 0 | 0 | 0 | For |
| Vanguard | 614,408 | 0 | 0 | 0 | For |
| American Century | 454,836 | 0 | 0 | 0 | For |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 421,696 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 248,448 | 0 | 0 | 0 | For |
| Fidelity | 243,966 | 0 | 0 | 0 | For |
| Dimensional | 237,442 | 0 | 0 | 0 | For |
| Charles Schwab | 169,715 | 0 | 0 | 0 | For |
| State Street | 162,175 | 0 | 0 | 0 | For |
| Northern Trust | 75,813 | 0 | 0 | 0 | For |
| Goldman Sachs | 75,191 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Allianz | 1,200 | 54,916 | 0 | 0 | Against |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 55,088 | 0 | 0 | 0 | For |
| Voya | 45,512 | 0 | 0 | 0 | For |
| AQR | 38,759 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| UBS | 0 | 28,407 | 0 | 0 | Against |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Man Group plc | 21,001 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
Showing the 25 largest of 128 asset managers. See all 128 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Omar M. Maasarani”): 24,604,346 for, 77,938 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.2% against (63% of the company cast a for/against vote).
The 54 asset managers below cast 99.9% of the shares they voted on this item FOR (15,687,471 for, 452 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% 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 2026. Our shareholders ratified RSM US LLP as our independent auditor for 2026 with the following votes:”): 25,860,650 for, 2,294 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 66% for, 0.1% against (66% of the company cast a for/against vote).
The 54 asset managers below cast 100% of the shares they voted on this item FOR (15,687,923 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
Showing the 25 largest of 54 asset managers. See all 54 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 (“Elect Director: Alan H. Mantel”): 24,560,450 for, 121,835 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.4% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 99.8% of the shares they voted on this item FOR (2,332,110 for, 2,710 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,132 | 324 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 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: Christopher D. Farrar”): 24,651,920 for, 30,883 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.1% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 99.9% of the shares they voted on this item FOR (2,334,569 for, 251 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 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: Dorika M. Beckett”): 24,668,443 for, 12,440 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.1% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 100% of the shares they voted on this item FOR (2,334,820 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Velocity Financial, Inc.’s own tally for this item (“Elect Director: John A. Pless”): 24,420,558 for, 261,726 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 62% for, 0.7% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 95% of the shares they voted on this item FOR (2,227,728 for, 107,092 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,132 | 324 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 84,383 | 0 | 0 | Against |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 0 | 10,727 | 0 | 0 | Against |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 0 | 5,400 | 0 | 0 | Against |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 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”): 24,676,717 for, 5,568 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.1% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 100% of the shares they voted on this item FOR (2,334,820 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 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”): 24,670,154 for, 10,729 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.1% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 100% of the shares they voted on this item FOR (2,334,820 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 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: Michael W. Chiao”): 24,661,094 for, 21,190 against, per its Form 8-K filed 2026-05-26 (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 39,255,281 outstanding shares: 63% for, 0.1% against (63% of the company cast a for/against vote).
The 53 asset managers below cast 99.9% of the shares they voted on this item FOR (2,334,368 for, 452 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | For |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Ranked by the number of Velocity Financial, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 39,255,281 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Snow Phipps Group, LLC | 34.02% |
| 2 | Beach Point Capital Management LP | 16.69% |
| 3 | BlackRock | 3.52% |
| 4 | Vanguard | 1.57% |
| 5 | American Century | 1.16% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.07% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 0.63% |
| 8 | Fidelity | 0.62% |
| 9 | Dimensional | 0.60% |
| 10 | Charles Schwab | 0.43% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Snow Phipps Group | 34.02% | DEF14A |
| Pacific Investment Management Company | 32.19% | DEF14A |
| Beach Point Capital Management LP | 17.70% | 13G |
| BlackRock | 4.18% | 13F |
| Dimensional Fund Advisors | 1.48% | 13F |
| Vanguard Group | 1.41% | 13F |
| Goldman Sachs | 0.70% | 13F |
| State Street | 0.56% | 13F |
| Morgan Stanley | 0.27% | 13F |
| D.E. Shaw | 0.22% | 13F |
Percentages above are of 39,255,281 shares outstanding, as reported by Velocity Financial, Inc. on its Form 10-Q dated 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Velocity Financial, Inc.'s shareholder meeting held 2026-05-21, in the 2025-2026 proxy season, 128 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,443 separate fund positions. Their filings are grouped here into 10 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 2025 executive compensation on an advisory basis. — the reporting funds cast 99.6% 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 · 2025-2026 (this page).