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Compiled from SEC Form N-PX filings and VIRTUS INVESTMENT PARTNERS INC.’s Form 8-K, filed 2025-05-14 (Item 5.07 on EDGAR). Page generated 02 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 2025-05-14 (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: Peter L. Bain | 5,419,055 | -- | -- | 36,216 | 573,660 | Majority: yes |
| Elect Director: Susan S. Fleming | 4,894,451 | -- | -- | 560,820 | 573,660 | Majority: yes |
| Elect Director: Timothy A. Holt | 5,197,288 | -- | -- | 257,983 | 573,660 | Majority: yes |
| Elect Director: Melody L. Jones | 5,271,443 | -- | -- | 183,828 | 573,660 | Majority: yes |
| Elect Director: W. Howard Morris | 5,417,067 | -- | -- | 38,204 | 573,660 | Majority: yes |
| Elect Director: John C. Weisenseel | 5,427,167 | -- | -- | 28,104 | 573,660 | 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. | 5,021,063 | 412,858 | 21,350 | -- | 573,660 | Majority: yes |
Source: VIRTUS INVESTMENT PARTNERS INC., Form 8-K, filed with the SEC on 2025-05-14 — read the filing on EDGAR.
Each item below shows how the 281 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.
Meeting held 2025-05-14.
Combines 8 wordings of this item as funds reported it.
92% 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.”): 5,021,063 for, 412,858 against, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 73% for, 6% against (79% of the company cast a for/against vote).
The 278 asset managers below cast 93% 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 | 1,032,992 | 93 | 0 | 0 | For |
| Vanguard | 920,502 | 1 | 0 | 0 | For |
| Charles Schwab | 570,344 | 0 | 0 | 0 | For |
| State Street | 377,780 | 2,219 | 0 | 0 | For |
| Dimensional | 296,334 | 0 | 0 | 0 | For |
| American Century | 0 | 217,513 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 154,355 | 0 | 0 | 0 | For |
| Fidelity | 151,751 | 0 | 0 | 0 | For |
| T. Rowe Price | 136,540 | 0 | 0 | 0 | For |
| JPMorgan | 128,408 | 0 | 0 | 0 | For |
| Northern Trust | 116,307 | 343 | 0 | 0 | For |
| Victory Capital | 113,896 | 914 | 0 | 0 | For |
| WCM INVESTMENT MANAGEMENT, LLC | 97,178 | 0 | 0 | 0 | For |
| Vulcan Value Partners, LLC | 0 | 91,215 | 0 | 0 | Against |
| BROWN ADVISORY INC | 83,803 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| Nuveen | 53,150 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 52,440 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| Gator Capital Management, LLC | 46,153 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 43,709 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Invesco | 41,113 | 0 | 0 | 0 | For |
Showing the 25 largest of 278 asset managers. See all 278 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: John C. Weisenseel”): 5,427,167 for, 28,104 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 79% for, 0.5% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,314,434 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,139 | 0 | 0 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,375 | 0 | 0 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,142 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Melody L. Jones”): 5,271,443 for, 183,828 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 76% for, 3% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,310,153 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,139 | 0 | 0 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,375 | 0 | 0 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,142 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Peter L. Bain”): 5,419,055 for, 36,216 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 78% for, 0.6% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,311,731 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,139 | 0 | 0 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,375 | 0 | 0 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,142 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Susan S. Fleming”): 4,894,451 for, 560,820 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 71% for, 8% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,275,551 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 894,859 | 0 | 280 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,371 | 0 | 4 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 25,142 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Timothy A. Holt”): 5,197,288 for, 257,983 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 75% for, 4% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,285,006 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,138 | 0 | 1 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,371 | 0 | 4 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 25,142 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
Combines 2 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: W. Howard Morris”): 5,417,067 for, 38,204 withheld, per its Form 8-K filed 2025-05-14 (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 6,911,016 outstanding shares: 78% for, 0.6% withheld (79% of the company cast a for/withheld vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (3,314,434 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,139 | 0 | 0 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 119,375 | 0 | 0 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,142 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 21,500 | 0 | 0 | 0 | For |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Meeting held 2025-05-14.
99.0% fund support · no official result
The 77 asset managers below cast 99.0% of the shares they voted on this item FOR (3,277,442 for, 32,849 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 895,139 | 0 | 0 | 0 | For |
| BlackRock | 755,165 | 0 | 0 | 0 | For |
| Charles Schwab | 281,642 | 0 | 0 | 0 | For |
| Dimensional | 264,273 | 0 | 0 | 0 | For |
| Fidelity | 145,182 | 0 | 0 | 0 | For |
| State Street | 115,291 | 4,084 | 0 | 0 | For |
| American Century | 106,112 | 0 | 0 | 0 | For |
| T. Rowe Price | 62,317 | 0 | 0 | 0 | For |
| Jackson National | 61,013 | 0 | 0 | 0 | For |
| TIAA | 52,434 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 47,996 | 0 | 0 | 0 | For |
| WisdomTree | 42,651 | 0 | 0 | 0 | For |
| Nationwide | 39,626 | 0 | 0 | 0 | For |
| Victory Capital | 39,198 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 28,060 | 0 | 0 | 0 | For |
| JPMorgan | 26,171 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 25,142 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 21,500 | 0 | 0 | Against |
| Equitable | 18,517 | 0 | 0 | 0 | For |
| Principal | 17,038 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,977 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 16,100 | 0 | 0 | 0 | For |
| First Trust | 14,209 | 0 | 0 | 0 | For |
| Invesco | 11,855 | 0 | 0 | 0 | For |
Showing the 25 largest of 77 asset managers. See all 77 in the interactive database.
Meeting held 2025-05-14.
87% fund support · no official result
The 4 asset managers below cast 87% of the shares they voted on this item FOR (3,586 for, 557 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 3,580 | 0 | 0 | 0 | Not Voted |
| CLEARWATER INVESTMENT TRUST | 0 | 400 | 0 | 0 | Against |
| HC CAPITAL TRUST | 0 | 157 | 0 | 0 | Against |
| UNIFIED SERIES TRUST | 6 | 0 | 0 | 0 | For |
Meeting held 2024-05-15 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 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 6,911,016 outstanding shares: 79% for, 6% against (85% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (254 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 254 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of VIRTUS INVESTMENT PARTNERS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 6,911,016 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 14.95% |
| 2 | Vanguard | 13.32% |
| 3 | Charles Schwab | 8.25% |
| 4 | State Street | 5.50% |
| 5 | Dimensional | 4.29% |
| 6 | American Century | 3.15% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.23% |
| 8 | Fidelity | 2.20% |
| 9 | T. Rowe Price | 1.98% |
| 10 | JPMorgan | 1.86% |
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 | 15.48% | 13F |
| Vanguard Group | 13.06% | 13F |
| Dimensional Fund Advisors | 4.42% | 13F |
| Charles Schwab | 4.34% | 13F |
| State Street | 4.18% | 13F |
| Geode Capital | 2.23% | 13F |
| JPMorgan Chase | 1.69% | 13F |
| Northern Trust | 1.56% | 13F |
| Morgan Stanley | 1.33% | 13F |
| BNY Mellon | 1.25% | 13F |
Percentages above are of 6,911,016 shares outstanding, as reported by VIRTUS INVESTMENT PARTNERS INC. on its Form 10-Q dated 2025-03-31 (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 VIRTUS INVESTMENT PARTNERS INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At VIRTUS INVESTMENT PARTNERS INC.'s shareholder meeting held 2025-05-14, in the 2024-2025 proxy season, 281 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,648 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. On the most widely held item on that ballot — To approve, in a non-binding vote, named executive officer compensation. — FOR was 92% 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 2025-05-14.
VIRTUS INVESTMENT PARTNERS INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.