
D Democrat Senate · Democrat · VT — U.S. Senator (VT)
Every stock, fund and option trade Peter Welch has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| FDGRXFidelity Growth Company Fund Retail Class | Fund | $250K – $500K | 2.9% | — | |
| VTIVanguard Total Stock Market ETF | Fund | $250K – $500K | 2.9% | — | |
| FCVSXFidelity Convertible Securities Fund | Fund | $250K – $500K | 2.9% | — | |
| VGPMXVanguard Global Capital Cycles Fund Investor Sha | Fund | $250K – $500K | 2.9% | — | |
| SPLGSPDR Portfolio S&P 500 ETF | Fund | $250K – $500K | 2.9% | — | |
| VYMVanguard High Dividend Yield ETF | Fund | $100K – $250K | 1.4% | — |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Apr 28, 2026 | $12.9M | $6.88M – $18.9M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| FIUIXFidelity Utilities Fund | Fund | $100K – $250K | 1.4% | — |
| FBALXFidelity Balanced Fund | Fund | $100K – $250K | 1.4% | — |
| VTSAXVanguard Total Stock Market Index Fund - Admiral Shares | Fund | $100K – $250K | 1.4% | — |
| RPVInvesco S&P 500 Pure Value ETF | Fund | $100K – $250K | 1.4% | — |
| EWZiShares Inc iShares MSCI Brazil ETF | Fund | $100K – $250K | 1.4% | — |
| XLUSPDR Select Sector Fund - Utilities | Fund | $100K – $250K | 1.4% | — |
| VIGVanguard Div Appreciation ETF | Fund | $100K – $250K | 1.4% | — |
| VIOVVanguard S&P Small-Cap 600 Value ETF | Fund | $100K – $250K | 1.4% | — |
| XLKSPDR Select Sector Fund - Technology | Fund | $100K – $250K | 1.4% | — |
| ESGDiShares ESG Aware MSCI EAFE ETF | Fund | $100K – $250K | 1.4% | — |
| VEUVanguard FTSE All World Ex US ETF | Fund | $100K – $250K | 1.4% | — |
| VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | $100K – $250K | 1.4% | — |
| VWLUXVanguard Long-Term Tax-Exempt Fd Admiral Shs | Fund | $100K – $250K | 1.4% | — |
| CWBSPDR Bloomberg Convertible Securities ETF | Fund | $50K – $100K | 0.6% | — |
| XSVMInvesco S&P Smallcap Value With Momentum ETF | Fund | $50K – $100K | 0.6% | — |
| EWWiShares Inc iShares MSCI Mexico ETF | Fund | $50K – $100K | 0.6% | — |
| XLVSPDR Select Sector Fund - Health Care | Fund | $50K – $100K | 0.6% | — |
| PFFiShares Preferred and Income Securities ETF | Fund | $50K – $100K | 0.6% | — |
| XLFSPDR Select Sector Fund - Financial | Fund | $50K – $100K | 0.6% | — |
| IBDTiShares iBonds Dec 2028 Term Corporate ETF | Fund | $50K – $100K | 0.6% | — |
| IBDSiShares iBonds Dec 2027 Term Corporate ETF | Fund | $50K – $100K | 0.6% | — |
| IBDRiShares iBonds Dec 2026 Term Corporate ETF | Fund | $50K – $100K | 0.6% | — |
| IBDUiShares iBonds Dec 2029 Term Corporate ETF | Fund | $50K – $100K | 0.6% | — |
| —TIAA CREF Growth R3 | Fund | $50K – $100K | 0.6% | — |
| —TIAA CREF Large-Cap Value Fund | Fund | $50K – $100K | 0.6% | — |
| JAWWXJanus Henderson Global Research Fund - Class T | Fund | $50K – $100K | 0.6% | — |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | Fund | $15K – $50K | 0.3% | — |
| FCNTXFidelity Contra Fund | Fund | $15K – $50K | 0.3% | — |
| FBGRXFidelity Blue Chip Growth Fund | Fund | $15K – $50K | 0.3% | — |
| FBSOXEnterprise Technology Services Portfolio Filer comment: Previously reported as Fidelity Select IT Services. | Fund | $15K – $50K | 0.3% | — |
| XLBMaterials Select Sector SPDR | Fund | $15K – $50K | 0.3% | — |
| XLYSPDR Select Sector Fund - Consumer Discretionary | Fund | $15K – $50K | 0.3% | — |
| IAUishares Gold Trust | Fund | $15K – $50K | 0.3% | — |
| SPEMSPDR Emerging Markets Portfolio ETF | Fund | $15K – $50K | 0.3% | — |
| XLCS&P 500 Communication Sector SPDR | Fund | $15K – $50K | 0.3% | — |
| DYNFiShares U.S. Equity Factor Rotation Active ETF Filer comment: Also known as BlackRock US Equity Factor Rotation ETF (DYNF) | Fund | $15K – $50K | 0.3% | — |
| —CREF S&P 500 Index (f/k/a TIAA CREF Equity Index R3) | Fund | $15K – $50K | 0.3% | — |
| —TIAA CREF Global Equities R3 | Fund | $15K – $50K | 0.3% | — |
| —TIAA-CREF Real Estate Securities Fund | Fund | $15K – $50K | 0.3% | — |
| —TIAA CREF Quant Small-Cap Equity Fund | Fund | $15K – $50K | 0.3% | — |
| —TIAA Real Estate | Fund | $15K – $50K | 0.3% | — |
| FXAIXFidelity 500 Index Fund | Fund | $15K – $50K | 0.3% | — |
| EWTiShares Inc iShares MSCI Taiwan ETF | Fund | $1K – $15K | 0.1% | — |
| IWNiShares Russell 2000 Value ETF | Fund | $1K – $15K | 0.1% | — |
Showing the 50 largest of 87 disclosed positions. The listed stock, fund and option positions cover 46.9% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.