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Compiled from SEC Form N-PX filings and VIRTUS INVESTMENT PARTNERS INC.’s Form 8-K, filed 2024-05-16 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore VIRTUS INVESTMENT PARTNERS INC. in the interactive database Compare manager voting policies
These tallies are VIRTUS INVESTMENT PARTNERS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-16 (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: Timothy A. Holt | 5,459,611 | -- | -- | 412,283 | 550,281 | Majority: yes |
| Elect Director: Melody L. Jones | 5,637,685 | -- | -- | 234,209 | 550,281 | Majority: yes |
| Item 3. Advisory Vote on Executive Compensation. Shareholders approved, on an advisory basis, the compensation paid to the Company's named executive officers. | 5,458,051 | 408,985 | 4,858 | -- | 550,281 | Majority: yes |
Source: VIRTUS INVESTMENT PARTNERS INC., Form 8-K, filed with the SEC on 2024-05-16 — read the filing on EDGAR.
Each item below shows how the 272 asset managers that disclosed a VIRTUS INVESTMENT PARTNERS 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 VIRTUS INVESTMENT PARTNERS 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 10 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Item 3. Advisory Vote on Executive Compensation. Shareholders approved, on an advisory basis, the compensation paid to the Company's named executive officers.”): 5,458,051 for, 408,985 against, per its Form 8-K filed 2024-05-16 (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 7,127,881 outstanding shares: 77% for, 6% against (82% of the company cast a for/against vote).
The 271 asset managers below cast 96% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,027,015 | 93 | 0 | 0 | For |
| Vanguard | 907,621 | 0 | 0 | 0 | For |
| Fidelity | 554,355 | 0 | 0 | 0 | For |
| Charles Schwab | 444,993 | 0 | 0 | 0 | For |
| State Street | 400,262 | 2,383 | 0 | 0 | For |
| T. Rowe Price | 383,832 | 0 | 0 | 0 | For |
| Dimensional | 309,928 | 0 | 0 | 0 | For |
| JPMorgan | 177,396 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 148,584 | 0 | 0 | 0 | For |
| Victory Capital | 147,608 | 914 | 0 | 0 | For |
| American Century | 0 | 122,881 | 0 | 0 | Against |
| Northern Trust | 118,363 | 359 | 0 | 0 | For |
| WCM INVESTMENT MANAGEMENT, LLC | 105,373 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 87,206 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 67,749 | 0 | 0 | Against |
| Jackson National | 66,206 | 0 | 0 | 0 | For |
| Nuveen | 59,599 | 0 | 0 | 0 | For |
| TIAA | 59,354 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 54,159 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 51,482 | 0 | 0 | 0 | For |
| Nationwide | 48,143 | 0 | 0 | 0 | For |
| WisdomTree | 44,667 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 43,730 | 0 | 0 | 0 | For |
| Invesco | 41,003 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 40,188 | 0 | 0 | 0 | For |
Showing the 25 largest of 271 asset managers. See all 271 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Melody L. Jones”): 5,637,685 for, 234,209 withheld, per its Form 8-K filed 2024-05-16 (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 7,127,881 outstanding shares: 79% for, 3% withheld (82% of the company cast a for/withheld vote).
The 84 asset managers below cast 100% of the shares they voted on this item FOR (3,618,583 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 894,831 | 0 | 0 | 0 | For |
| BlackRock | 782,653 | 0 | 0 | 0 | For |
| Fidelity | 323,597 | 0 | 0 | 0 | For |
| Dimensional | 278,266 | 0 | 0 | 0 | For |
| Charles Schwab | 220,824 | 0 | 0 | 0 | For |
| T. Rowe Price | 148,304 | 0 | 0 | 0 | For |
| State Street | 125,349 | 0 | 37 | 0 | For |
| JPMorgan | 96,782 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 67,749 | 0 | 0 | 0 | For |
| Jackson National | 66,206 | 0 | 0 | 0 | For |
| American Century | 61,413 | 0 | 0 | 0 | For |
| TIAA | 59,354 | 0 | 0 | 0 | For |
| Victory Capital | 51,701 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 51,482 | 0 | 0 | 0 | For |
| Nationwide | 48,143 | 0 | 0 | 0 | For |
| WisdomTree | 44,667 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 38,232 | 0 | Abstain |
| Prudential/PGIM | 28,310 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,251 | 0 | 0 | 0 | For |
| Invesco | 18,968 | 0 | 0 | 0 | For |
| Equitable | 17,876 | 0 | 0 | 0 | For |
| Principal | 17,818 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 14,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 11,982 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 11,564 | 0 | 0 | 0 | For |
Showing the 25 largest of 84 asset managers. See all 84 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Timothy A. Holt”): 5,459,611 for, 412,283 withheld, per its Form 8-K filed 2024-05-16 (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 7,127,881 outstanding shares: 77% for, 6% withheld (82% of the company cast a for/withheld vote).
The 84 asset managers below cast 100% of the shares they voted on this item FOR (3,610,018 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 894,831 | 0 | 0 | 0 | For |
| BlackRock | 782,653 | 0 | 0 | 0 | For |
| Fidelity | 323,597 | 0 | 0 | 0 | For |
| Dimensional | 278,266 | 0 | 0 | 0 | For |
| Charles Schwab | 220,824 | 0 | 0 | 0 | For |
| T. Rowe Price | 148,304 | 0 | 0 | 0 | For |
| State Street | 125,336 | 0 | 50 | 0 | For |
| JPMorgan | 96,782 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 67,749 | 0 | 0 | 0 | For |
| Jackson National | 66,206 | 0 | 0 | 0 | For |
| American Century | 61,413 | 0 | 0 | 0 | For |
| TIAA | 59,354 | 0 | 0 | 0 | For |
| Victory Capital | 51,701 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 51,482 | 0 | 0 | 0 | For |
| Nationwide | 48,143 | 0 | 0 | 0 | For |
| WisdomTree | 44,667 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 38,232 | 0 | Abstain |
| Prudential/PGIM | 28,310 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,251 | 0 | 0 | 0 | For |
| Invesco | 18,968 | 0 | 0 | 0 | For |
| Equitable | 17,876 | 0 | 0 | 0 | For |
| Principal | 17,818 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 14,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 11,982 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 11,564 | 0 | 0 | 0 | For |
Showing the 25 largest of 84 asset managers. See all 84 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% fund support · no official result
The 83 asset managers below cast 94% of the shares they voted on this item FOR (3,460,405 for, 203,356 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 894,831 | 0 | 0 | 0 | For |
| BlackRock | 782,653 | 0 | 0 | 0 | For |
| Fidelity | 323,597 | 0 | 0 | 0 | For |
| Dimensional | 278,266 | 0 | 0 | 0 | For |
| Charles Schwab | 220,824 | 0 | 0 | 0 | For |
| T. Rowe Price | 148,304 | 0 | 0 | 0 | For |
| State Street | 247 | 125,139 | 0 | 0 | Against |
| JPMorgan | 96,782 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 67,749 | 0 | 0 | 0 | For |
| Jackson National | 66,206 | 0 | 0 | 0 | For |
| American Century | 0 | 61,413 | 0 | 0 | Against |
| TIAA | 59,354 | 0 | 0 | 0 | For |
| Victory Capital | 51,701 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 51,482 | 0 | 0 | 0 | For |
| Nationwide | 48,143 | 0 | 0 | 0 | For |
| WisdomTree | 44,667 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 38,232 | 0 | 0 | 0 | For |
| Prudential/PGIM | 28,310 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,251 | 0 | 0 | 0 | For |
| Invesco | 18,968 | 0 | 0 | 0 | For |
| Equitable | 10,473 | 7,403 | 0 | 0 | For |
| Principal | 17,818 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 14,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 11,982 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 11,564 | 0 | 0 | 0 | For |
Showing the 25 largest of 83 asset managers. See all 83 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% fund support · no official result
The 82 asset managers below cast 99% of the shares they voted on this item FOR (3,614,469 for, 49,292 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 894,831 | 0 | 0 | 0 | For |
| BlackRock | 782,653 | 0 | 0 | 0 | For |
| Fidelity | 323,597 | 0 | 0 | 0 | For |
| Dimensional | 278,266 | 0 | 0 | 0 | For |
| Charles Schwab | 220,824 | 0 | 0 | 0 | For |
| T. Rowe Price | 148,304 | 0 | 0 | 0 | For |
| State Street | 125,336 | 50 | 0 | 0 | For |
| JPMorgan | 96,782 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 67,749 | 0 | 0 | 0 | For |
| Jackson National | 66,206 | 0 | 0 | 0 | For |
| American Century | 61,413 | 0 | 0 | 0 | For |
| TIAA | 59,354 | 0 | 0 | 0 | For |
| Victory Capital | 51,701 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 51,482 | 0 | 0 | 0 | For |
| Nationwide | 48,143 | 0 | 0 | 0 | For |
| WisdomTree | 44,667 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 38,232 | 0 | 0 | Against |
| Prudential/PGIM | 28,310 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,251 | 0 | 0 | 0 | For |
| Invesco | 18,968 | 0 | 0 | 0 | For |
| Equitable | 17,876 | 0 | 0 | 0 | For |
| Principal | 17,818 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 14,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 11,982 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 11,564 | 0 | 0 | 0 | For |
Showing the 25 largest of 82 asset managers. See all 82 in the interactive database.
100% fund support · no official result
The 4 asset managers below cast 100% of the shares they voted on this item FOR (1,254 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| TIMOTHY PLAN | 1,212 | 0 | 0 | 0 | For |
| Uniplan Investment Counsel, Inc. | 30 | 0 | 0 | 0 | For |
| CORNELL UNIVERSITY | 12 | 0 | 0 | 0 | For |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (1,224 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| TIMOTHY PLAN | 1,212 | 0 | 0 | 0 | For |
| CORNELL UNIVERSITY | 12 | 0 | 0 | 0 | For |
Ranked by the number of VIRTUS INVESTMENT PARTNERS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 7,127,881 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 14.41% |
| 2 | Vanguard | 12.73% |
| 3 | Fidelity | 7.78% |
| 4 | Charles Schwab | 6.24% |
| 5 | State Street | 5.65% |
| 6 | T. Rowe Price | 5.38% |
| 7 | Dimensional | 4.35% |
| 8 | JPMorgan | 2.49% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.08% |
| 10 | Victory Capital | 2.08% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 13.64% | 13F |
| Vanguard Group | 11.88% | 13F |
| T. Rowe Price Investment Management, Inc. | 5.68% | DEF14A |
| Dimensional Fund Advisors | 4.48% | 13F |
| State Street | 4.32% | 13F |
| Charles Schwab | 3.15% | 13F |
| Geode Capital | 2.09% | 13F |
| JPMorgan Chase | 1.37% | 13F |
| BNY Mellon | 1.36% | 13F |
| Morgan Stanley | 1.32% | 13F |
Percentages above are of 7,127,881 shares outstanding, as reported by VIRTUS INVESTMENT PARTNERS INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 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 VIRTUS INVESTMENT PARTNERS INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At VIRTUS INVESTMENT PARTNERS INC.'s shareholder meeting held 2024-05-15, in the 2023-2024 proxy season, 272 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,817 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, in a non-binding vote, named executive officer compensation. — FOR was 93% of the votes cast (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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: VIRTUS INVESTMENT PARTNERS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-16.
VIRTUS INVESTMENT PARTNERS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.