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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
CINTAS CORP. 2023-10-24 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
CISCO SYSTEMS INC. 2023-12-06 Shareholder Proposal Regarding Report on Tax Transparency Other Social Issues Shareholder FOR 1
CISCO SYSTEMS INC. 2023-12-06 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on circular packaging. Environment or Climate Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 1
DANAHER CORP. 2024-05-07 To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
DELTA AIR LINES INC. 2024-06-20 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder FOR 1
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder FOR 1
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. Other Social Issues Shareholder FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
GENERAL MOTORS CO. 2024-06-04 Shareholder Proposal Requesting a Report on the Company's Use of Deep-Sea Mined Minerals in its Production and Supply Chains Environment or Climate Shareholder FOR 1
GENERAL MOTORS CO. 2024-06-04 Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain Human Rights or Human Capital/workforce Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 1
HCA HEALTHCARE INC. 2024-04-25 Shareholder Proposal Regarding Report Regarding Patient Feedback on Quality of Care Other Social Issues Shareholder FOR 1
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 1
HUNTINGTON INGALLS INDUSTRIES INC. 2024-05-01 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder FOR 1
INGLES MARKETS INC. 2024-02-13 Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters. Environment or Climate Shareholder FOR 1
INGLES MARKETS INC. 2024-02-13 Stockholder proposal regarding cage free egg progress disclosure. Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder FOR 1
INTERNATIONAL FLAVORS & FRAGRANCES INC. 2024-05-01 Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association Human Rights or Human Capital/workforce Shareholder FOR 1
IQVIA HOLDINGS INC. 2024-04-16 If properly presented, a stockholder proposal concerning political spending. Other Social Issues Shareholder FOR 1
KEURIG DR PEPPER INC. 2024-06-10 To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate Shareholder FOR 1
LENNAR CORP. 2024-04-10 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Shareholder Proposal Regarding Report on Aligning GHG Reductions with Paris Agreement Environment or Climate Shareholder FOR 1
LENNAR CORP. 2024-04-10 Shareholder Proposal Regarding Report on LGBTQ Equity and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
LOCKHEED MARTIN CORP. 2024-05-02 Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement Environment or Climate Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 Shareholder Proposal Regarding Human Rights Impact Assessment of AI Used in Targeted Advertising Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 Shareholder Proposal Regarding Report on AI Misinformation and Disinformation Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 Shareholder Proposal Regarding Report on Human Rights Risks in Non-U.S. Markets Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 Shareholder Proposal Regarding Targets and Report on Child Safety Impacts Human Rights or Human Capital/workforce Shareholder FOR 1
METLIFE INC. 2024-06-18 Shareholder proposal requesting a third-party racial equity audit Diversity, Equity, and Inclusion Shareholder FOR 1
MICROSOFT CORP. 2023-12-07 Shareholder Proposal Regarding Report on Tax Transparency Other Social Issues Shareholder FOR 1
MICROSOFT CORP. 2023-12-07 Shareholder Proposal Regarding Risks of Developing Military Weapons Other Social Issues Shareholder FOR 1
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; Human Rights or Human Capital/workforce Shareholder FOR 1
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce Shareholder FOR 1
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues Shareholder FOR 1
NORTHROP GRUMMAN CORP. 2024-05-15 Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy. Other Social Issues Shareholder FOR 1
OLD DOMINION FREIGHT LINE INC. 2024-05-15 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder FOR 1
PHILLIPS 66 2024-05-15 Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate Shareholder FOR 1
PNC FINANCIAL SERVICES GROUP INC. 2024-04-24 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce Shareholder FOR 1
QUEST DIAGNOSTICS INC. 2024-05-16 Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement Environment or Climate Shareholder FOR 1
REPUBLIC SERVICES INC. 2024-05-23 Shareholder Proposal Regarding Just Transition Reporting Environment or Climate Shareholder FOR 1
RYDER SYSTEM INC. 2024-05-03 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder FOR 1
SYSCO CORP. 2023-11-17 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal to establish wage policies. Other Social Issues Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder Proposal Regarding Audit of Policies Preventing Child Labor Human Rights or Human Capital/workforce Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder Proposal Regarding Lobbying Activity Alignment with Science-based Targets and Net Zero Emissions Ambitions Environment or Climate Shareholder FOR 1
UNITED PARCEL SERVICE INC. 2024-05-02 Shareholder Proposal Regarding Diversity and Inclusion Report Diversity, Equity, and Inclusion Shareholder FOR 1
WALMART INC. 2024-06-05 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder FOR 1
WALMART INC. 2024-06-05 Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence Human Rights or Human Capital/workforce Shareholder FOR 1
WEIS MARKETS INC. 2024-05-02 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate Shareholder FOR 1
WENDY'S CO. 2024-05-21 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
WENDY`S CO. 2024-05-21 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder FOR 1
WINGSTOP INC. 2024-05-23 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder FOR 1

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