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Compiled from SEC Form N-PX filings and Virtus Investment Partners, Inc.’s Form 8-K, filed 2026-05-20 (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 2026-05-20 (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: George R. Aylward | 5,244,294 | -- | -- | 54,980 | 645,252 | Majority: yes |
| Elect Director: Peter L. Bain | 5,115,550 | -- | -- | 183,724 | 645,252 | Majority: yes |
| Elect Director: Paul G. Greig | 5,211,916 | -- | -- | 87,358 | 645,252 | Majority: yes |
| Elect Director: Timothy A. Holt | 4,717,106 | -- | -- | 582,168 | 645,252 | Majority: yes |
| Elect Director: Melody L. Jones | 5,073,832 | -- | -- | 225,442 | 645,252 | Majority: yes |
| Elect Director: W. Howard Morris | 5,241,604 | -- | -- | 57,670 | 645,252 | Majority: yes |
| Elect Director: John C. Weisenseel | 5,233,722 | -- | -- | 65,552 | 645,252 | 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. | 5,171,978 | 94,981 | 32,315 | -- | 645,252 | Majority: yes |
Source: Virtus Investment Partners, Inc., Form 8-K, filed with the SEC on 2026-05-20 — 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.
Meeting held 2026-05-20.
Combines 5 wordings of this item as funds reported it.
98% 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.”): 5,171,978 for, 94,981 against, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 77% for, 1% against (79% of the company cast a for/against vote).
The 269 asset managers below cast 99.3% 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 | 973,604 | 311 | 0 | 0 | For |
| Vanguard | 827,872 | 0 | 0 | 0 | For |
| Charles Schwab | 514,302 | 0 | 0 | 0 | For |
| State Street | 409,801 | 1,323 | 0 | 0 | For |
| American Century | 366,250 | 0 | 0 | 0 | For |
| Victory Capital | 268,905 | 2,982 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 158,850 | 0 | 0 | 0 | For |
| Fidelity | 152,695 | 0 | 0 | 0 | For |
| Dimensional | 142,902 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 99,522 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 86,642 | 0 | 0 | 0 | For |
| Northern Trust | 74,391 | 579 | 0 | 0 | For |
| Prudential/PGIM | 74,480 | 0 | 0 | 0 | For |
| AQR | 69,724 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| First Trust | 53,039 | 0 | 0 | 0 | For |
| Two Sigma | 52,247 | 0 | 0 | 0 | For |
| Invesco | 52,056 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| Zimmer Partners, LP | 39,728 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 38,483 | 0 | 0 | 0 | For |
| Nuveen | 35,383 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 32,841 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
Showing the 25 largest of 269 asset managers. See all 269 in the interactive database.
Meeting held 2026-05-20.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: George R. Aylward”): 5,244,294 for, 54,980 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 78% for, 0.9% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,905,642 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 775,045 | 0 | 0 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,935 | 0 | 4 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: John C. Weisenseel”): 5,233,722 for, 65,552 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 78% for, 1.0% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,905,646 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 775,045 | 0 | 0 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,939 | 0 | 0 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
Combines 3 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”): 5,073,832 for, 225,442 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 76% for, 3% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,863,272 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 773,303 | 0 | 1,742 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,766 | 0 | 173 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 34,703 | 0 | Abstain |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: Paul G. Greig”): 5,211,916 for, 87,358 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 78% for, 1% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,889,436 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 774,074 | 0 | 971 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,939 | 0 | 0 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 80 | 0 | 15,239 | 0 | Abstain |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
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: Peter L. Bain”): 5,115,550 for, 183,724 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 77% for, 3% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,870,191 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 775,045 | 0 | 0 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,939 | 0 | 0 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 34,703 | 0 | Abstain |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
Combines 2 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: Timothy A. Holt”): 4,717,106 for, 582,168 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 71% for, 9% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,564,123 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 774,071 | 0 | 974 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 255,505 | 0 | Abstain |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,933 | 0 | 6 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 34,703 | 0 | Abstain |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 18,788 | 0 | Abstain |
| EA Series Trust | 80 | 0 | 15,239 | 0 | Abstain |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: W. Howard Morris”): 5,241,604 for, 57,670 withheld, per its Form 8-K filed 2026-05-20 (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 6,682,122 outstanding shares: 78% for, 0.9% withheld (79% of the company cast a for/withheld vote).
The 74 asset managers below cast 100% of the shares they voted on this item FOR (2,905,646 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 775,045 | 0 | 0 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,939 | 0 | 0 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| Empower | 5,880 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2026-05-20.
99.6% fund support · no official result
The 72 asset managers below cast 99.6% of the shares they voted on this item FOR (2,891,357 for, 9,129 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 775,045 | 0 | 0 | 0 | For |
| BlackRock | 675,825 | 0 | 0 | 0 | For |
| Charles Schwab | 255,505 | 0 | 0 | 0 | For |
| American Century | 177,630 | 0 | 0 | 0 | For |
| State Street | 163,894 | 45 | 0 | 0 | For |
| Fidelity | 144,223 | 0 | 0 | 0 | For |
| Dimensional | 109,000 | 0 | 0 | 0 | For |
| Victory Capital | 77,818 | 0 | 0 | 0 | For |
| JPMorgan | 55,723 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 44,722 | 0 | 0 | 0 | For |
| First Trust | 43,251 | 0 | 0 | 0 | For |
| TIAA | 34,703 | 0 | 0 | 0 | For |
| WisdomTree | 32,824 | 0 | 0 | 0 | For |
| Prudential/PGIM | 27,464 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 24,700 | 0 | 0 | 0 | For |
| Invesco | 24,183 | 0 | 0 | 0 | For |
| Principal | 20,291 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 18,788 | 0 | 0 | 0 | For |
| EA Series Trust | 15,319 | 0 | 0 | 0 | For |
| Equitable | 14,146 | 0 | 0 | 0 | For |
| Jackson National | 11,376 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 10,419 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,278 | 0 | 0 | 0 | For |
| EXCHANGE TRADED CONCEPTS TRUST | 10,231 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 8,062 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 81% for, 0.5% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 79% for, 3% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 81% for, 0.6% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 73% for, 8% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 78% for, 4% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 81% for, 0.6% withheld (82% of the company cast a for/withheld vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
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 6,682,122 outstanding shares: 75% for, 6% against (81% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2025-05-14 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (58,981 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLENMEDE FUND INC | 50,781 | 0 | 0 | 0 | For |
| CALDWELL & ORKIN FUNDS INC | 8,200 | 0 | 0 | 0 | For |
Meeting held 2026-05-20.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (6,080 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 5,880 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 200 | 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 2025-2026 meeting, shown as a share of the 6,682,122 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 14.57% |
| 2 | Vanguard | 12.39% |
| 3 | Charles Schwab | 7.70% |
| 4 | State Street | 6.15% |
| 5 | American Century | 5.48% |
| 6 | Victory Capital | 4.07% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.38% |
| 8 | Fidelity | 2.29% |
| 9 | Dimensional | 2.14% |
| 10 | BROWN ADVISORY INC | 1.49% |
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 | 14.96% | 13F |
| Vanguard Group | 12.54% | 13F |
| State Street | 6.57% | 13F |
| Dimensional Fund Advisors | 4.57% | 13F |
| Charles Schwab | 3.87% | 13F |
| Geode Capital | 2.38% | 13F |
| JPMorgan Chase | 1.38% | 13F |
| Two Sigma | 1.30% | 13F |
| Northern Trust | 1.17% | 13F |
Percentages above are of 6,682,122 shares outstanding, as reported by Virtus Investment Partners, Inc. on its Form 10-Q dated 2026-05-01 (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 Virtus Investment Partners, Inc.’s 10-Q dated 2026-05-01. 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 2026-05-20, in the 2025-2026 proxy season, 272 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,669 separate fund positions. Their filings are grouped here into 18 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 98% 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 2026-05-20.
Virtus Investment Partners, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).