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Virtus 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Virtus voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

164 proposals. Every shareholder proposal Virtus backed in 2023-2024 is listed here.

Virtus, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromVirtus votedFunds
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder FOR 13
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder FOR 13
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder FOR 13
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 12
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder FOR 12
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 10
APPLE INC. 2024-02-28 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder FOR 10
TESLA INC. 2024-06-13 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 10
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder FOR 9
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder FOR 9
AMERICAN TOWER CORP. 2024-05-22 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 9
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder FOR 9
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 9
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 8
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 8
TESLA INC. 2024-06-13 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 8
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder FOR 7
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder FOR 7
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder FOR 7
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 7
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder FOR 6
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues Shareholder FOR 6
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 6
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder FOR 5
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder FOR 5
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 5
MARRIOTT INTERNATIONAL INC. 2024-05-10 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder FOR 5
UNITEDHEALTH GROUP INC. 2024-06-03 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder FOR 5
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder FOR 4
CITIGROUP INC. 2024-04-30 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder FOR 4
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder FOR 4
GLOBAL PAYMENTS INC. 2024-04-25 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder FOR 4
INTUIT INC. 2024-01-18 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder FOR 4
INTUITIVE SURGICAL INC. 2024-04-25 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 4
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 4
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder FOR 4
MORGAN STANLEY 2024-05-23 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder FOR 4
TJX COMPANIES INC. 2024-06-04 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder FOR 4
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 4
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder FOR 4
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder FOR 4
VERTEX PHARMACEUTICALS INC. 2024-05-15 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 4
ADOBE INC. 2024-04-17 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. Human Rights or Human Capital/workforce Shareholder FOR 3
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder FOR 3
APPLIED MATERIALS INC. 2024-03-07 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion Shareholder FOR 3
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 3
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder FOR 3
SEMPRA 2024-05-09 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder FOR 3
WALT DISNEY CO. 2024-04-03 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder FOR 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries Environment or Climate Shareholder FOR 2
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder FOR 2
DOCUSIGN INC. 2024-05-29 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder FOR 2
DRAFTKINGS INC. 2024-05-13 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder FOR 2
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on human rights risks in non-US markets. Other Social Issues Shareholder FOR 2
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on political advertising and election cycle enhanced actions. Other Social Issues Shareholder FOR 2
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 2
NORFOLK SOUTHERN CORP. 2024-05-09 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues Shareholder FOR 2
NVR INC. 2024-05-07 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder FOR 2
NVR INC. 2024-05-07 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 2
PACCAR INC. 2024-04-30 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder FOR 2
SKYWORKS SOLUTIONS INC. 2024-05-14 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder FOR 2
WARRIOR MET COAL INC. 2024-04-25 STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder FOR 2
ALPHABET INC. 2024-06-07 Shareholder Proposal Regarding Human Rights Impact Assessment of AI-Driven Targeted Advertising Human Rights or Human Capital/workforce Shareholder FOR 1
ALPHABET INC. 2024-06-07 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Shareholder Proposal Regarding Report on AI Misinformation and Disinformation Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Shareholder Proposal Regarding Report on Reducing Misleading Content on Reproductive Health Care Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding Just Transition Reporting Environment or Climate Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding Report on Customer Due Diligence Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding Report on Working Conditions Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology Human Rights or Human Capital/workforce Shareholder FOR 1
APPLE INC. 2024-02-28 Shareholder Proposal Regarding Report on Use of Artificial Intelligence Other Social Issues Shareholder FOR 1
APPLIED MATERIALS INC. 2024-03-07 Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate Shareholder FOR 1
BOYD GAMING CORP. 2024-05-09 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues Shareholder FOR 1
CAESARS ENTERTAINMENT INC. 2024-06-11 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues Shareholder FOR 1
CASEY'S GENERAL STORES INC. 2023-09-06 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder FOR 1
CENTENE CORP. 2024-05-14 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion Shareholder FOR 1
CHIPOTLE MEXICAN GRILL 2024-06-06 Shareholder Proposal Regarding Report on Harassment and Discrimination Diversity, Equity, and Inclusion Shareholder FOR 1
CHIPOTLE MEXICAN GRILL 2024-06-06 Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety Human Rights or Human Capital/workforce Shareholder FOR 1
CHURCH & DWIGHT CO. INC. 2024-05-02 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1

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Built 2026-10-04 from SEC Form N-PX filings.