You Own Wall Street › Funds › Virtus KAR Small-Mid Cap Core Fund

Virtus KAR Small-Mid Cap Core Fund (VKSAX) proxy voting record 2026

Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.

The question on the ballot

As filed

Virtus Equity Trust files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.

SourceProxy-voting record filed by Virtus Equity Trust on 2026-08-28 · open the filing · vote table (ProxyVotingTable.xml, 4.4 MB)

TickersVKSAX (Class A), VKSCX (Class C), VKSIX (Class I), VKSRX (Class R6) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes

How it voted, by issue

Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 92.6% of the time across 27 votes.

IssueProposals facedBackedShare backed
Climate & environment22100%
Corporate governance300%

Ballots it voted

BJ's Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder · Climate & environment

Should BJ's Wholesale Club Holdings publish a fuller account of its emissions and how it plans to cut them?

Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.

FOR  Virtus KAR Small-Mid Cap Core Fund voted with 420,630 shares

“Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000061485 · open the filing

BJ's Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder · Climate & environment

A report on deforestation in the company's own-brand supply chain

FOR  Virtus KAR Small-Mid Cap Core Fund voted with 420,630 shares

“Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000061485 · open the filing

BJ's Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder

Adopting a majority voting standard

AGAINST  Virtus KAR Small-Mid Cap Core Fund voted with 420,630 shares

“Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000061485 · open the filing

Equifax Inc. · 7 May 2026 · put on the ballot by shareholder

To lower the ownership threshold to call a special meeting of shareholders to 10%.

AGAINST  Virtus KAR Small-Mid Cap Core Fund voted with 223,329 shares

“Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%.”

SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000061485 · open the filing

Other funds Virtus Equity Trust votes

The same filer reports these alongside this one, in the same annual filing.

Virtus KAR Capital Growth Fund87.5% for exec payVirtus KAR Equity Income Fund96.3% for exec payVirtus KAR Mid-Cap Core Fund96.3% for exec payVirtus KAR Mid-Cap Growth Fund96.2% for exec payVirtus KAR Small-Mid Cap Growth Fund100% for exec payVirtus KAR Small-Mid Cap Value Fund96% for exec payVirtus SGA Global Growth Fund88.9% for exec payVirtus Tactical Allocation Fund91.3% for exec pay

No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.

More funds no plan we index offers, and how each voted →