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Vanguard vs Charles Schwab: how alike they voted, 2023-2024

95.0% When both took a single position, they voted the same way on 95.0% of 25,018 items (23,778 the same, 1,240 different). 696 items where at least one of them split its funds are listed separately below. Both voted on 25,714 items in all.

Vanguard 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 25,71423,7781,240 69695.0%94.0%
Board proposals 22,37620,8271,070 47995.1%94.2%
E&S shareholder proposals 40027721 10293.0%87.0%
Other items 2,9382,674149 11594.7%93.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

102 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedVanguardCharles Schwab
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
FOR
13 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 9 AGAINST
FOR
14 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 28 AGAINST
AGAINST
14 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 32 AGAINST, 2 ABSTAIN
AGAINST
14 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks
Other Social Issues
Shareholder (E&S) Against Split
7 FOR, 4 AGAINST
FOR
14 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 33 AGAINST
FOR
14 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on reproductive healthcare misinformation risks
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 33 AGAINST
AGAINST
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
FOR
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
FOR
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
8 FOR, 27 AGAINST
FOR
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
FOR
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
14 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
14 funds
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 32 AGAINST
AGAINST
13 funds
AMERICAN TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 29 AGAINST
AGAINST
15 funds
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of AI.
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 3 AGAINST
AGAINST
15 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 30 AGAINST
AGAINST
13 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 30 AGAINST
AGAINST
13 funds
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 28 AGAINST
AGAINST
13 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 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 (E&S) Against Split
1 FOR, 20 AGAINST
FOR
13 funds
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 23 AGAINST
AGAINST
13 funds
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 25 AGAINST
AGAINST
13 funds
BOEING CO. May 17, 2024 Report on Climate Lobbying.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 25 AGAINST
AGAINST
13 funds
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy.
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 27 AGAINST
AGAINST
13 funds
BOYD GAMING CORP. May 9, 2024 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 (E&S) Against Split
1 FOR, 22 AGAINST
FOR
11 funds
CAESARS ENTERTAINMENT INC. June 11, 2024 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
FOR
15 funds
CAMPBELL SOUP CO. November 29, 2023 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies.
Environment or Climate
Shareholder (E&S) Against Split
23 AGAINST, 2 ABSTAIN
AGAINST
14 funds
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 29 AGAINST
AGAINST
13 funds
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 35 AGAINST
AGAINST
16 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
FOR
12 funds
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 25 AGAINST
AGAINST
14 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment and discrimination statistics.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
12 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 FOR, 24 AGAINST
FOR
12 funds
CISCO SYSTEMS INC. December 6, 2023 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 (E&S) Against Split
4 FOR, 37 AGAINST
AGAINST
14 funds
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 31 AGAINST
AGAINST
13 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 22 AGAINST
AGAINST
14 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
14 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 22 AGAINST
FOR
14 funds
DOCUSIGN INC. May 29, 2024 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 (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
9 funds
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 15 AGAINST
FOR
9 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 29 AGAINST
AGAINST
15 funds
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
14 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST
AGAINST
12 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a report on climate risk associated with retirement plan options.
Environment or Climate
Shareholder (E&S) Against Split
27 AGAINST, 2 ABSTAIN
AGAINST
12 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
13 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 32 AGAINST
AGAINST
13 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 31 AGAINST
FOR
13 funds
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
14 funds
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding A Biodiversity Impact And Dependency Assessment.
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 2 AGAINST
AGAINST
16 funds
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
12 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 27 AGAINST
AGAINST
13 funds
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report
Environment or Climate
Shareholder (E&S) Against Split
29 AGAINST, 2 ABSTAIN
AGAINST
13 funds
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
15 funds
JOHNSON & JOHNSON April 25, 2024 Shareholder proposal withdrawn.
Other Social Issues
Shareholder (E&S) Against Split
6 AGAINST, 1 ABSTAIN
ABSTAIN
15 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 29 AGAINST
AGAINST
14 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 29 AGAINST
AGAINST
14 funds
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
FOR
13 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 29 AGAINST
AGAINST
12 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions
Environment or Climate
Shareholder (E&S) Not determined Split
4 FOR, 24 AGAINST
AGAINST
16 funds
LULULEMON ATHLETICA INC. June 6, 2024 Shareholder proposal regarding a report on the impact of the production and sale of animal-derived products (if properly presented at the meeting).
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 26 AGAINST
AGAINST
12 funds
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
11 funds
MATTEL INC. May 29, 2024 Stockholder proposal requesting additional disclosure regarding political contributions and expenditures.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
12 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Poultry Welfare Disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
16 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 35 AGAINST
FOR
14 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
FOR
14 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 31 AGAINST
FOR
14 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 31 AGAINST
AGAINST
14 funds
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST
AGAINST
12 funds
MICROCHIP TECHNOLOGY INC. August 22, 2023 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 31 AGAINST
AGAINST
14 funds
MICROSOFT CORP. December 7, 2023 Mandate for Third-Party Political Reporting (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 15 AGAINST
AGAINST
15 funds
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 4 AGAINST
AGAINST
15 funds
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal)
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 15 AGAINST
FOR
15 funds
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 6 AGAINST
AGAINST
15 funds
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 13 AGAINST
AGAINST
15 funds
MONDELEZ INTERNATIONAL INC. May 22, 2024 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 (E&S) Against Split
2 FOR, 26 AGAINST
AGAINST
12 funds
MONDELEZ INTERNATIONAL INC. May 22, 2024 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 25 AGAINST
AGAINST
12 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 2 AGAINST
AGAINST
14 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio.
Environment or Climate
Shareholder (E&S) Against Split
6 FOR, 5 AGAINST
AGAINST
14 funds
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 7 AGAINST
AGAINST
2 funds
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
14 funds
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
14 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST
AGAINST
13 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Human Rights Impact Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
1 FOR, 29 AGAINST
AGAINST
13 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Not determined Split
7 FOR, 23 AGAINST
AGAINST
13 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan
Environment or Climate
Shareholder (E&S) Not determined Split
7 FOR, 23 AGAINST
AGAINST
13 funds
RYDER SYSTEM INC. May 3, 2024 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 (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
10 funds
SEMPRA May 9, 2024 Shareholder proposal requesting a report on certain safety and environmental matters
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
1 FOR, 26 AGAINST
AGAINST
12 funds
SKECHERS U.S.A. INC. May 23, 2024 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 21 AGAINST
AGAINST
12 funds
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Not determined Split
1 FOR, 33 AGAINST
AGAINST
14 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 25 AGAINST
AGAINST
14 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
FOR
14 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 39 AGAINST
AGAINST
14 funds
THE WALT DISNEY COMPANY April 3, 2024 Shareholder Proposal, if properly presented, requesting a political expenditures report.
Other Social Issues
Shareholder (E&S) Contested Split
1 FOR, 2 AGAINST
AGAINST
12 funds
THE WILLIAMS COMPANIES, INC. April 30, 2024 Vote on a Stockholder Proposal Requesting the Company Issue a Report Assessing Policy Options Related to Venting and Flaring, if Properly Presented at the Annual Meeting.
Other
Shareholder (E&S) Not determined Split
1 AGAINST, 2 ABSTAIN
ABSTAIN
13 funds
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
13 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods labor practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 1 AGAINST
FOR
14 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 26 AGAINST
AGAINST
14 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding deforestation-free supply chains.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
14 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.