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Virtus 2024-2025: 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

104 proposals. Every shareholder proposal Virtus backed in 2024-2025 is listed here.

Virtus, 2024-2025 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. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder FOR 11
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder FOR 10
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 10
Cadence Design Systems, Inc. 2025-05-08 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 8
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder FOR 6
NIKE, Inc. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 5
NIKE, Inc. 2024-09-10 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 5
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 4
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 4
Deere & Company 2025-02-26 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder FOR 4
The Procter & Gamble Company 2024-10-08 Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion Shareholder FOR 4
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder FOR 3
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 3
COSTAR GROUP INC. 2025-06-26 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder FOR 3
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate Shareholder FOR 3
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder FOR 3
Meta Platforms, Inc. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder FOR 3
NIKE INC. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 3
NIKE INC. 2024-09-10 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 3
NVIDIA Corporation 2025-06-25 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder FOR 3
Visa Inc. 2025-01-28 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder FOR 3
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 2
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder FOR 2
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder FOR 2
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce Shareholder FOR 2
Alphabet Inc. 2025-06-06 Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder FOR 2
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues Shareholder FOR 2
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder FOR 2
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder FOR 2
CADENCE DESIGN SYSTEMS INC. 2025-05-08 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 2
Cintas Corporation 2024-10-29 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 2
Cintas Corporation 2024-10-29 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 2
Cintas Corporation 2024-10-29 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder FOR 2
CoStar Group, Inc. 2025-06-26 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder FOR 2
FedEx Corporation 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 2
Gilead Sciences, Inc. 2025-05-07 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 2
Morgan Stanley 2025-05-15 Shareholder proposal requesting an energy supply ratio Environment or Climate Shareholder FOR 2
Teradyne, Inc. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 2
AMAZON.COM INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 1
Alphabet Inc 2025-06-06 Shareholder Proposal Regarding Human Rights Impact Assessment of AI-Driven Targeted Advertising Human Rights or Human Capital/workforce Shareholder FOR 1
Alphabet Inc 2025-06-06 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder FOR 1
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on risks of discrimination in GenAl Environment or Climate Shareholder FOR 1
Amazon.com Inc. 2025-05-21 Shareholder Proposal Regarding Report on Risk of AI Data Sourcing Other Social Issues Shareholder FOR 1
Amazon.com Inc. 2025-05-21 Shareholder Proposal Regarding Report on Working Conditions Human Rights or Human Capital/workforce Shareholder FOR 1
Amazon.com, Inc. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder FOR 1
Apple Inc 2025-02-25 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder FOR 1
Apple Inc 2025-02-25 Shareholder Proposal Regarding Transparency Report on CSAM Identifying Software Other Social Issues Shareholder FOR 1
Apple Inc. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 1
Berkshire Hathaway Inc. 2025-05-03 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate Shareholder FOR 1
Boyd Gaming Corp. 2025-05-08 Shareholder Proposal Regarding Report on Cost Savings of Smoke-free Policy Other Social Issues Shareholder FOR 1
CASEY'S GENERAL STORES INC. 2024-08-28 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder FOR 1
Carrier Global Corp 2025-04-09 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder FOR 1
Caterpillar, Inc. 2025-06-11 Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion Shareholder FOR 1
Cboe Global Markets Inc. 2025-05-06 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
Cboe Global Markets, Inc. 2025-05-06 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
Cintas Corporation 2024-10-29 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
Crown Holdings, Inc. 2025-05-01 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
DEERE & CO. 2025-02-26 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder FOR 1
DRAFTKINGS INC. 2025-05-19 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder FOR 1
Deere & Co. 2025-02-26 Shareholder Proposal Regarding Civil Rights Audit Diversity, Equity, and Inclusion Shareholder FOR 1
Deere & Company 2025-02-26 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Diversity, Equity, and Inclusion Shareholder FOR 1
Dollar General Corp. 2025-05-29 Shareholder Proposal Regarding Human Rights Policy Human Rights or Human Capital/workforce Shareholder FOR 1
DraftKings Inc. 2025-05-19 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder FOR 1
FEDEX CORP. 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
GILEAD SCIENCES INC. 2025-05-07 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
HCA Healthcare Inc 2025-04-24 Shareholder Proposal Regarding Report on Impact of Hospital Acquisitions Other Social Issues Shareholder FOR 1
HCA Healthcare, Inc. 2025-04-24 Stockholder proposal, if properly presented at the meeting, regarding an amendment to Patient Safety and Quality of Care Committee charter. Other Social Issues Shareholder FOR 1
HCA Healthcare, Inc. 2025-04-24 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Other Social Issues Shareholder FOR 1
International Business Machines Corporation 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 1
Lennar Corp. 2025-04-09 Shareholder Proposal Regarding Reducing Value Chain GHG Emissions Environment or Climate Shareholder FOR 1
Lennar Corp. 2025-04-09 Shareholder Proposal Regarding Report on LGBTQIA+ Equity and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
McKesson Corporation 2024-07-31 Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care Other Social Issues Shareholder FOR 1
Merck & Co., Inc. 2025-05-27 Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce Shareholder FOR 1
Merck & Co., Inc. 2025-05-27 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder FOR 1
Meta Platforms Inc 2025-05-28 Shareholder Proposal Regarding Report and Targets on Child Safety Impacts Human Rights or Human Capital/workforce Shareholder FOR 1
Meta Platforms Inc 2025-05-28 Shareholder Proposal Regarding Report on Efforts to Combat Hate Other Social Issues Shareholder FOR 1
Meta Platforms Inc 2025-05-28 Shareholder Proposal Regarding Report on Risks of AI Data Sourcing Other Social Issues Shareholder FOR 1
Meta Platforms Inc 2025-05-28 Shareholder Proposal Regarding Transparency Report on Data Collection and Advertising Practices Other Social Issues Shareholder FOR 1
Meta Platforms Inc 2025-05-28 Shareholder Proposal Regarding Transparency Report on Deepfake Identifying Software Other Social Issues Shareholder FOR 1
NVIDIA CORP. 2025-06-25 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder FOR 1
NVIDIA Corp 2025-06-25 Shareholder Proposal Regarding Workforce Data Diversity, Equity, and Inclusion Shareholder FOR 1
Netflix, Inc. 2025-06-05 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate Shareholder FOR 1
Nike, Inc. 2024-09-10 Shareholder Proposal Regarding Report on Sustainability Targets and Strategy Environment or Climate Shareholder FOR 1
Old Dominion Freight Line, Inc. 2025-05-21 Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement Environment or Climate Shareholder FOR 1
Oracle Corporation 2024-11-14 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder FOR 1
Otis Worldwide Corp 2025-05-15 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
Palo Alto Networks, Inc. 2024-12-10 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder FOR 1
PepsiCo Inc 2025-05-07 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder FOR 1
Planet Fitness Inc 2025-05-06 Shareholder Proposal Regarding EEO-1 Reporting Diversity, Equity, and Inclusion Shareholder FOR 1
RTX Corp 2025-05-01 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder FOR 1
SYSCO CORP. 2024-11-15 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder FOR 1
State Street Corporation 2025-05-14 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder FOR 1
Stryker Corp. 2025-05-08 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder FOR 1
Stryker Corporation 2025-05-08 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder FOR 1
VISA INC. 2025-01-28 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder FOR 1
Walmart Inc 2025-06-05 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.