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Virtus KAR Small-Mid Cap Value Fund (VKSGX) 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)
TickersVKSGX (Class R6), VKSDX (Class A), VKSEX (Class C), VKSFX (Class I) · 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 96% of the time across 25 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 2 | 2 | 100% |
| Corporate governance | 5 | 2 | 40% |
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 Value Fund voted with 2,139 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 S000072656 · 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 Value Fund voted with 2,139 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 S000072656 · open the filing
TransUnion · 12 May 2026 · put on the ballot by shareholder
Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting.
AGAINST Virtus KAR Small-Mid Cap Value Fund voted with 2,835 shares
“Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting.”
SourceVirtus Equity Trust, Form N-PX filed 2026-08-28 · accession 0000034273-26-000002 · series S000072656 · 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 Value Fund voted with 2,139 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 S000072656 · open the filing
Other funds Virtus Equity Trust votes
The same filer reports these alongside this one, in the same annual filing.
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.