Peter Welch

D-VT Senator for Vermont Democrat In Congress since 2007

Peter Welch reported no stock trades since Oct 4, 2023. The 2025 annual report lists 125 assets.

Reported holdings

2025 annual report (amended) · filed May 5, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$6.9M–$18.9M sum of 125 disclosed ranges

Fund 108
Cash 14
Bond 2
Other 1

AssetOwner Valuevs 2024
FDRXX - Fidelity Government Cash ReservesCashFidelity Brokerage #1Self$1M–$5M▲ $500K–$1M
FDRXX - Fidelity Government Cash ReservesCashFidelity Traditional IRASelf$250K–$500K▼ $500K–$1M
FCNTXFidelity Contra FundFundFidelity Traditional IRASelf$250K–$500KSame band
FCVSXFidelity Convertible Securities FundFundFidelity Traditional IRASelf$250K–$500K▲ $100K–$250K
FDGRXFidelity Growth Company Fund Retail ClassFundFidelity Brokerage #1Self$250K–$500K▲ $100K–$250K
SNVXX - Charles Schwab Government Money MarketCashCharles Schwab - BrokerageSelf$250K–$500KSame band
SPLGSPDR Portfolio S&P 500 ETFFundSpinnaker Trust - BrokerageSpouse$250K–$500K▲ $100K–$250K
XLISPDR Select Sector Fund - IndustrialFundFidelity Traditional IRASelf$250K–$500KSame band
VGPMXVanguard Global Capital Cycles Fund Investor ShaFundFidelity Traditional IRASelf$250K–$500K▲ $100K–$250K
VTIVanguard Total Stock Market ETFFundVanguard - BrokerageSelf$250K–$500KSame band
Charles SchwabCashCharles Schwab - BrokerageSelf$100K–$250KSame band
FBALXFidelity Balanced FundFundFidelity Traditional IRASelf$100K–$250KSame band
FCNTXFidelity Contra FundFundCharles Schwab - BrokerageSelf$100K–$250K▼ $250K–$500K
FIUIXFidelity Utilities FundFundFidelity Traditional IRASelf$100K–$250KSame band
First American Government Obligations FundCashSpinnaker Trust - BrokerageSpouse$100K–$250KNew
RPVInvesco S&P 500 Pure Value ETFFundFidelity Traditional IRASelf$100K–$250K▲ $50K–$100K
XLBMaterials Select Sector SPDRFundFidelity Traditional IRASelf$100K–$250KSame band
SPAXX - Fidelity Government Money Market FundCashFidelity Brokerage #2Self$100K–$250KSame band
XLVSPDR Select Sector Fund - Health CareFundFidelity Traditional IRASelf$100K–$250KSame band
XLKSPDR Select Sector Fund - TechnologyFundSpinnaker Trust - BrokerageSpouse$100K–$250KSame band
XLKSPDR Select Sector Fund - TechnologyFundCharles Schwab - BrokerageSelf$100K–$250KSame band
XLUSPDR Select Sector Fund - UtilitiesFundFidelity Traditional IRASelf$100K–$250KSame band
VIGVanguard Div Appreciation ETFFundFidelity Traditional IRASelf$100K–$250KSame band
VEUVanguard FTSE All World Ex US ETFFundVanguard - BrokerageSelf$100K–$250KSame band
VYMVanguard High Dividend Yield ETFFundFidelity Brokerage #1Self$100K–$250KSame band
VWIUXVanguard Intermediate-Term Tax-Exempt Fd AdmiralFundVanguard - BrokerageSelf$100K–$250KSame band
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral ShsFundVanguard - BrokerageSelf$100K–$250K▲ $50K–$100K
VWLUXVanguard Long-Term Tax-Exempt Fd Admiral ShsFundVanguard - BrokerageSelf$100K–$250K▲ $50K–$100K
VIOVVanguard S&P Small-Cap 600 Value ETFFundFidelity Traditional IRASelf$100K–$250KSame band
VTIVanguard Total Stock Market ETFFundFidelity Brokerage #2Self$100K–$250K▼ $250K–$500K
VTSAXVanguard Total Stock Market Index Fund - Admiral SharesFundFidelity Investments - Traditional IRASpouse$100K–$250KNew
ESGDiShares ESG Aware MSCI EAFE ETFFundSpinnaker Trust - BrokerageSpouse$100K–$250KSame band
EWZiShares Inc iShares MSCI Brazil ETFFundFidelity Traditional IRASelf$100K–$250K▲ $50K–$100K
SUSAiShares MSCI USA ESG Select ETFFundSpinnaker Trust - BrokerageSpouse$100K–$250KSame band
XSVMInvesco S&P Smallcap Value With Momentum ETFFundFidelity Traditional IRASelf$50K–$100KSame band
JAWWXJanus Henderson Global Research Fund - Class TFundFidelity Investments - Traditional IRASpouse$50K–$100KNew
PRBLXParnassus Core Equity Fund-Investor SharesFundCharles Schwab - BrokerageSelf$50K–$100KSame band
CWBSPDR Bloomberg Convertible Securities ETFFundFidelity Brokerage #1Self$50K–$100KSame band
XLFSPDR Select Sector Fund - FinancialFundSpinnaker Trust - BrokerageSpouse$50K–$100K▲ $15K–$50K
XLVSPDR Select Sector Fund - Health CareFundSpinnaker Trust - BrokerageSpouse$50K–$100KSame band
TIAA CREF Growth R3FundTIAASelf$50K–$100KSame band
TIAA CREF Large-Cap Value FundFundTIAASelf$50K–$100K▲ $15K–$50K
TIAA TraditionalFundTIAASelf$50K–$100KSame band
VTSAXVanguard Total Stock Market Index Fd Admiral ShsFundFidelity Traditional IRASelf$50K–$100K▲ $15K–$50K
EWWiShares Inc iShares MSCI Mexico ETFFundFidelity Traditional IRASelf$50K–$100K▲ $15K–$50K
SUSAiShares MSCI USA ESG Select ETFFundCharles Schwab - BrokerageSelf$50K–$100KSame band
PFFiShares Preferred and Income Securities ETFFundFidelity Traditional IRASelf$50K–$100KSame band
IBDRiShares iBonds Dec 2026 Term Corporate ETFFundSpinnaker Trust - BrokerageSpouse$50K–$100KSame band
IBDSiShares iBonds Dec 2027 Term Corporate ETFFundSpinnaker Trust - BrokerageSpouse$50K–$100KSame band
IBDTiShares iBonds Dec 2028 Term Corporate ETFFundSpinnaker Trust - BrokerageSpouse$50K–$100KSame band
IBDUiShares iBonds Dec 2029 Term Corporate ETFFundSpinnaker Trust - BrokerageSpouse$50K–$100K▲ $15K–$50K
TIAACREF Real Estate Securities FundFundTIAASelf$15K–$50KSame band
CREF S&P 500 Index (f/k/a TIAA CREF Equity Index R3)FundTIAASelf$15K–$50KNew
Charles Schwab Government Money Market (SNVXX)CashCharles Schwab - Contributory IRASelf$15K–$50KSame band
FBSOXEnterprise Technology Services PortfolioFundFidelity Traditional IRASelf$15K–$50KSame band
FXAIXFidelity 500 Index FundFundFidelity Investments - Roth IRASpouse$15K–$50KNew
FBGRXFidelity Blue Chip Growth FundFundFidelity Traditional IRASelf$15K–$50KSame band
FCNTXFidelity Contra FundFundCharles Schwab - Contributory IRASelf$15K–$50K▼ $250K–$500K
FCNTXFidelity Contra FundFundCharles Schwab - Inherited IRASelf$15K–$50K▼ $250K–$500K
Ledyard National BankCashSpouse$15K–$50KSame band
XLBMaterials Select Sector SPDRFundCharles Schwab - BrokerageSelf$15K–$50K▼ $100K–$250K
XLCS&P 500 Communication Sector SPDRFundSpinnaker Trust - BrokerageSpouse$15K–$50KSame band
SPAXX - Fidelity Government Money MarketCashFidelity Traditional IRASelf$15K–$50KSame band
SPEMSPDR Emerging Markets Portfolio ETFFundSpinnaker Trust - BrokerageSpouse$15K–$50KSame band
SPSMSPDR Portfolio S&P 600 Small Cap ETFFundSpinnaker Trust - BrokerageSpouse$15K–$50K▼ $50K–$100K
XLYSPDR Select Sector Fund - Consumer DiscretionaryFundSpinnaker Trust - BrokerageSpouse$15K–$50K▼ $50K–$100K
TIAA CREF Global Equities R3FundTIAASelf$15K–$50KSame band
TIAA CREF Quant Small-Cap Equity FundFundTIAASelf$15K–$50KSame band
TIAA Real EstateFundTIAASelf$15K–$50KSame band
University of VTBondCharles Schwab - BrokerageSelf$15K–$50KSame band
VPLVanguard FTSE Pacific ETFFundCharles Schwab - BrokerageSelf$15K–$50KSame band
IXPiShares Global Comm Services ETFFundCharles Schwab - BrokerageSelf$15K–$50KSame band
DYNFiShares U.S. Equity Factor Rotation Active ETFFundSpinnaker Trust - BrokerageSpouse$15K–$50KNew
IAUishares Gold TrustFundSpinnaker Trust - BrokerageSpouse$15K–$50KSame band
ARCCAres Capital Corporation - Closed End FundFundSpinnaker Trust - BrokerageSpouse$1K–$15KNew
CREF Global Equities R1FundTIAA - The Sharon Academy 403(B) DC PlanSpouse$1K–$15KNew
CREF Growth R1FundTIAA - The Sharon Academy 403(B) DC PlanSpouse$1K–$15KNew
CREF Responsible Balanced R3 (f/k/a TIAA CREF Social Choice R3)FundTIAASelf$1K–$15KNew
CREF Total Global Stock R1FundTIAA - The Sharon Academy 403(B) DC PlanSpouse$1K–$15KNew
Charles SchwabCashCharles Schwab - BrokerageSelf$1K–$15K▼ $100K–$250K
Charles SchwabCashCharles Schwab - Contributory IRASelf$1K–$15K▼ $100K–$250K
Charles Schwab Government Money Fund (SNVXX)CashCharles Schwab - Inherited IRASelf$1K–$15K▼ $15K–$50K
FTEXX - Fidelity Municipal Money Market FundCashFidelity Brokerage #2Self$1K–$15KSame band
SPAXXFidelity Government Money Market FundFundFidelity BrokerageSpouse$1K–$15KNew
URAGlobal X Uranium ETFFundSpinnaker Trust - BrokerageSpouse$1K–$15KSame band
INDAIshares MSCI India ETFFundSpinnaker Trust - BrokerageSpouse$1K–$15KSame band
BBCAJPMorgan BetaBuilders Canada ETFFundSpinnaker Trust - BrokerageSpouse$1K–$15KNew
BBJPJPMorgan BetaBuilders Japan ETFFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
PRBLXParnassus Core Equity Fund-Investor SharesFundCharles Schwab - Contributory IRASelf$1K–$15K▼ $50K–$100K
PRBLXParnassus Core Equity Fund-Investor SharesFundCharles Schwab - Inherited IRASelf$1K–$15K▼ $50K–$100K
SPYSPDR S&P 500FundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
XLPSPDR Select Sector Fund - Consumer StaplesFundSpinnaker Trust - BrokerageSpouse$1K–$15KSame band
XLISPDR Select Sector Fund - IndustrialFundSpinnaker Trust - BrokerageSpouse$1K–$15K▼ $15K–$50K
CIUEXSix Circles International Unconstrained Equity FFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
CALTXSix Circles Multi-Strategy FundFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KNew
CBTAXSix Circles Tax Aware Bond FundFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
CUSUXSix Circles US Unconstrained Equity FundFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
TIAA CREF High Yield FundFundTIAASelf$1K–$15KSame band
TIAA CREF Money Market R3FundTIAASelf$1K–$15KSame band
TIAA TraditionalFundTIAA - The Sharon Academy 403(B) DC PlanSpouse$1K–$15KNew
VT MuniBondCharles Schwab - BrokerageSelf$1K–$15KSame band
VPLVanguard FTSE Pacific ETFFundCharles Schwab - Contributory IRASelf$1K–$15K▼ $15K–$50K
VPLVanguard FTSE Pacific ETFFundCharles Schwab - Inherited IRASelf$1K–$15K▼ $15K–$50K
Vanguard Federal Money MarketCashVanguard - BrokerageSelf$1K–$15KSame band
VWIUXVanguard Intermediate-Term Tax-Exempt Fd AdmiralFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
VGSHVanguard Short-Term Treasury ETFFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KSame band
VTEBVanguard Tax-Exempt Bond Index Fund - ETF SharesFundTrust Under the Will of Sally Drew HallSpouse$1K–$15KNew
IXPiShares Global Comm Services ETFFundCharles Schwab - Contributory IRASelf$1K–$15K▼ $15K–$50K
IXPiShares Global Comm Services ETFFundCharles Schwab - Inherited IRASelf$1K–$15K▼ $15K–$50K
EWTiShares Inc iShares MSCI Taiwan ETFFundSpinnaker Trust - BrokerageSpouse$1K–$15KSame band
SUSAiShares MSCI USA ESG Select ETFFundCharles Schwab - Contributory IRASelf$1K–$15K▼ $50K–$100K
SUSAiShares MSCI USA ESG Select ETFFundCharles Schwab - Inherited IRASelf$1K–$15K▼ $50K–$100K
IWNiShares Russell 2000 Value ETFFundFidelity Traditional IRASelf$1K–$15KSame band
ProShares TR UltraPro Short S&P 500FundFidelity Brokerage #1SelfUnder $1KNew
SPXUProShares UltraPro Short S&P500FundFidelity Brokerage #1SelfUnder $1KNew
XLREReal Estate Select Sector SPDR Fund (The)FundFidelity Traditional IRASelfUnder $1K▼ $100K–$250K
CRDOXSix Circles Credit Opportunities FundFundTrust Under the Will of Sally Drew HallSpouseUnder $1K▼ $1K–$15K
VGITVanguard Intermediate-Term Treasury ETFFundTrust Under the Will of Sally Drew HallSpouseUnder $1KSame band
VNQVanguard Real Estate ETFFundFidelity Traditional IRASelfUnder $1K▼ $100K–$250K
VXUSVanguard Total International Stock ETFFundVanguard - BrokerageSelfUnder $1K▼ $1K–$15K
TLTiShares 20+ Year Treasury Bond ETFFundFidelity Brokerage #1SelfUnder $1K▼ $100K–$250K
EWTiShares Inc iShares MSCI Taiwan ETFFundFidelity Brokerage #1SelfUnder $1K▼ $100K–$250K
IWMiShares Russell 2000 ETFFundFidelity Brokerage #1SelfUnder $1KSame band
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundSpinnaker Trust - BrokerageSpouseUnder $1K▼ $50K–$100K
John Hancock - Landmark Media Enterprises, LLC - PensionOtherSpouseUnascertainableNew

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

Spinnaker Total Cash & Cash Equivalents $100K–$250K
TIAA CREF Equity Index R3 $15K–$50K
TIAA CREF Social Choice R3 $1K–$15K

Source filings

Every report we read for this page · newest first

May 5, 2026 2025 annual report · amended 125 assets View original
Aug 13, 2025 2024 annual report · amended 128 assets View original
Aug 13, 2025 2023 annual report · amended 131 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.