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Peter Welch, official portrait

Peter Welch

Sen. (D-VT)

Disclosed trades
103
Purchases
34
Sales
69
Stocks traded
52
Likely still held
3
Latest trade
Nov 26, 2021
Latest filing
Aug 13, 2022

Stocks traded

Most-filed 24 of 52 tickers, with the latest disclosed action
IWMiShares Russell 2000 ETFSoldSep 27, 2019STTState Street CorporationSoldJan 18, 2019AAgilent Technologies, Inc.SoldNov 18, 2021AMPAmeriprise Financial, Inc.SoldMay 29, 2019CERNCERNSoldNov 18, 2021EDConsolidated Edison, Inc.SoldMar 17, 2020FSLRFirst Solar, Inc.SoldApr 30, 2020GISGeneral Mills, Inc.SoldMay 14, 2020LNNLNNSoldSep 12, 2019PANWPalo Alto Networks, Inc.SoldApr 27, 2020SPSCSPS Commerce, Inc.SoldMay 19, 2020USBU.S. BancorpSoldNov 18, 2021VAIAFVAIAFSoldNov 18, 2021CHDChurch & Dwight Co., Inc.SoldNov 18, 2021CTRCFCTRCFSoldNov 26, 2020DBXDropbox, Inc.SoldNov 16, 2020FDXFedEx CorporationBoughtSep 18, 2018FTDRFrontdoor, Inc.SoldMar 16, 2020GEGE AerospaceSoldNov 26, 2021HUBBHubbell IncorporatedBoughtOct 30, 2018KUBTYKUBTYSoldNov 18, 2021KYOCFKYOCFSoldNov 18, 2021MDRXMDRXSoldOct 11, 2019MDTMedtronic plcSoldApr 3, 2020

Likely current holdings

3 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

PYPLFirst bought Mar 20, 20201 filingHUBBFirst bought Oct 30, 20182 filingsFDXFirst bought Sep 18, 20182 filings

Reported holdings

140 assets listed

As reported in their 2025 annual disclosure, as amended, filed May 5, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

EWTiShares MSCI Taiwan ETFNone (or less than $1,001)CWBState Street SPDR Bloomberg Convertible Securities ETF$50,001 - $100,000VYMVanguard High Dividend Yield ETF$100,001 - $250,000TLTiShares 20+ Year Treasury Bond ETFNone (or less than $1,001)IWMiShares Russell 2000 ETFNone (or less than $1,001)VTIVanguard Morningstar Total Stock Market ETF$100,001 - $250,000RPVInvesco S&P 500 Pure Value ETF$100,001 - $250,000EWZiShares MSCI Brazil ETF$100,001 - $250,000EWWiShares MSCI Mexico ETF$50,001 - $100,000IWNiShares Russell 2000 Value ETF$1,001 - $15,000XLBState Street Materials Select Sector SPDR ETF$100,001 - $250,000XLVState Street Health Care Select Sector SPDR ETF$100,001 - $250,000XLIState Street Industrial Select Sector SPDR ETF$250,001 - $500,000XLUState Street Utilities Select Sector SPDR ETF$100,001 - $250,000VIGVanguard Dividend Appreciation ETF$100,001 - $250,000VIOVVanguard S&P Small-Cap 600 Value ETF$100,001 - $250,000PFFiShares Preferred and Income Securities ETF$50,001 - $100,000XLREState Street Real Estate Select Sector SPDR ETFNone (or less than $1,001)VNQVanguard Real Estate ETFNone (or less than $1,001)SUSAiShares ESG Optimized MSCI USA ETFSpouse$100,001 - $250,000SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFSpouse$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFSpouse$50,001 - $100,000XLPState Street Consumer Staples Select Sector SPDR ETFSpouse$1,001 - $15,000XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse$15,001 - $50,000
Show 32 more listed stocks and funds
XLFState Street Financial Select Sector SPDR ETFSpouse$50,001 - $100,000XLIState Street Industrial Select Sector SPDR ETFSpouse$1,001 - $15,000XLKState Street Technology Select Sector SPDR ETFSpouse$100,001 - $250,000EWTiShares MSCI Taiwan ETFSpouse$1,001 - $15,000ESGDiShares ESG Aware MSCI EAFE ETFSpouse$100,001 - $250,000URAGlobal X - Uranium ETFSpouse$1,001 - $15,000IBDTiShares iBonds Dec 2028 Term Corporate ETFSpouse$50,001 - $100,000IBDSiShares iBonds Dec 2027 Term Corporate ETFSpouse$50,001 - $100,000INDAiShares MSCI India ETFSpouse$1,001 - $15,000IBDRiShares iBonds Dec 2026 Term Corporate ETFSpouse$50,001 - $100,000IBDUiShares iBonds Dec 2029 Term Corporate ETFSpouse$50,001 - $100,000SPEMState Street SPDR Portfolio Emerging Markets ETFSpouse$15,001 - $50,000XLCState Street Communication Services Select Sector SPDR ETFSpouse$15,001 - $50,000ARCCAres Capital CorporationSpouse$1,001 - $15,000BBCAJPMorgan BetaBuilders Canada ETFSpouse$1,001 - $15,000DYNFiShares U.S. Equity Factor Rotation Active ETFSpouse$15,001 - $50,000SUSAiShares ESG Optimized MSCI USA ETF$50,001 - $100,000VPLVanguard FTSE Pacific ETF$15,001 - $50,000SUSAiShares ESG Optimized MSCI USA ETF$1,001 - $15,000VPLVanguard FTSE Pacific ETF$1,001 - $15,000XLBState Street Materials Select Sector SPDR ETF$15,001 - $50,000XLKState Street Technology Select Sector SPDR ETF$100,001 - $250,000VEUVanguard FTSE All-World ex-US ETF$100,001 - $250,000VXUSVanguard Total International Stock ETFNone (or less than $1,001)VTIVanguard Morningstar Total Stock Market ETF$250,001 - $500,000SUSAiShares ESG Optimized MSCI USA ETF$1,001 - $15,000VPLVanguard FTSE Pacific ETF$1,001 - $15,000SPYState Street SPDR S&P 500 ETFSpouse$1,001 - $15,000BBJPJPMorgan BetaBuilders Japan ETFSpouse$1,001 - $15,000VGSHVanguard Short-Term Treasury ETFSpouse$1,001 - $15,000VGITVanguard Intermediate-Term Treasury ETFSpouseNone (or less than $1,001)VTEBVanguard Tax-Exempt Bond ETFSpouse$1,001 - $15,000

Other reported assets (84)

  • Fidelity Brokerage #1
  • FDRXX - Fidelity Government Cash Reserves (Jersey City, NJ) Type: Money Market Account$1,000,001 - $5,000,000
  • FDGRX - Fidelity Growth Company Fund Retail Class$250,001 - $500,000
  • SPXU - ProShares UltraPro Short S&P500 Filer comment: Sold for a loss in 2025None (or less than $1,001)
  • ProShares TR UltraPro Short S&P 500None (or less than $1,001)
  • Fidelity Brokerage #2
  • SPAXX - Fidelity Government Money Market Fund (Jersey City, NJ) Type: Money Market Account$100,001 - $250,000
  • FTEXX - Fidelity Municipal Money Market Fund (Jersey City, NJ) Type: Money Market Account$1,001 - $15,000
  • Fidelity Traditional IRA
  • FDRXX - Fidelity Government Cash Reserves (Jersey City, NJ) Type: Money Market Account$250,001 - $500,000
  • FCNTX - Fidelity Contra Fund$250,001 - $500,000
  • FIUIX - Fidelity Utilities Fund$100,001 - $250,000
Show 72 more
  • FCVSX - Fidelity Convertible Securities Fund$250,001 - $500,000
  • FBALX - Fidelity Balanced Fund$100,001 - $250,000
  • FBGRX - Fidelity Blue Chip Growth Fund$15,001 - $50,000
  • FBSOX - Enterprise Technology Services Portfolio Filer comment: Previously reported as Fidelity Select IT Services.$15,001 - $50,000
  • VGPMX - Vanguard Global Capital Cycles Fund Investor Sha$250,001 - $500,000
  • VTSAX - Vanguard Total Stock Market Index Fd Admiral Shs$50,001 - $100,000
  • SPAXX - Fidelity Government Money Market (Jersey City, NJ) Type: Money Market Account$15,001 - $50,000
  • XSVM - Invesco S&P Smallcap Value With Momentum ETF$50,001 - $100,000
  • Spinnaker Trust - BrokerageSpouse
  • First American Government Obligations Fund (Portland, ME) Type: Brokerage Sweep AccountSpouse$100,001 - $250,000
  • IAU - ishares Gold TrustSpouse$15,001 - $50,000
  • SPLG - SPDR Portfolio S&P 500 ETFSpouse$250,001 - $500,000
  • IBDQ - iShares iBonds Dec 2025 Term Corporate ETFSpouseNone (or less than $1,001)
  • Charles Schwab - Brokerage
  • Charles Schwab (Westlake, TX) Type: Brokerage Sweep Account$1,001 - $15,000
  • SNVXX - Charles Schwab Government Money Market (Westlake, TX) Type: Money Market Account$250,001 - $500,000
  • University of VT Rate/Coupon: 3.5% Matures: 10/01/2031$15,001 - $50,000
  • VT Muni Rate/Coupon: 5.0% Matures: 12/01/2031$1,001 - $15,000
  • IXP - iShares Global Comm Services ETF$15,001 - $50,000
  • FCNTX - Fidelity Contra Fund$100,001 - $250,000
  • PRBLX - Parnassus Core Equity Fund-Investor Shares$50,001 - $100,000
  • Charles Schwab - Contributory IRA
  • Charles Schwab Government Money Market (SNVXX) (Westlake, TX) Type: Money Market Account$15,001 - $50,000
  • IXP - iShares Global Comm Services ETF$1,001 - $15,000
  • FCNTX - Fidelity Contra Fund$15,001 - $50,000
  • PRBLX - Parnassus Core Equity Fund-Investor Shares$1,001 - $15,000
  • Charles Schwab (Westlake, TX) Type: Brokerage Sweep Account$1,001 - $15,000
  • Charles Schwab - Brokerage
  • Charles Schwab (Westlake, TX) Type: Brokerage Sweep Account$100,001 - $250,000
  • TIAA
  • TIAA Traditional$50,001 - $100,000
  • TIAA CREF Growth R3$50,001 - $100,000
  • CREF S&P 500 Index (f/k/a TIAA CREF Equity Index R3)$15,001 - $50,000
  • TIAA CREF Global Equities R3$15,001 - $50,000
  • TIAA-CREF Real Estate Securities Fund$15,001 - $50,000
  • TIAA CREF Large-Cap Value Fund$50,001 - $100,000
  • TIAA CREF Quant Small-Cap Equity Fund$15,001 - $50,000
  • TIAA Real Estate$15,001 - $50,000
  • TIAA CREF High Yield Fund$1,001 - $15,000
  • TIAA CREF Money Market R3$1,001 - $15,000
  • CREF Responsible Balanced R3 (f/k/a TIAA CREF Social Choice R3)$1,001 - $15,000
  • Vanguard - Brokerage
  • Vanguard Federal Money Market (Malvern, PA) Type: Money Market Account$1,001 - $15,000
  • VMLUX - Vanguard Limited-Term Tax-Exempt Fd Admiral Shs$100,001 - $250,000
  • VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral$100,001 - $250,000
  • VWLUX - Vanguard Long-Term Tax-Exempt Fd Admiral Shs$100,001 - $250,000
  • Charles Schwab - Inherited IRA
  • Charles Schwab Government Money Fund (SNVXX) (Westlake, TX) Type: Money Market Account$1,001 - $15,000
  • IXP - iShares Global Comm Services ETF$1,001 - $15,000
  • FCNTX - Fidelity Contra Fund$15,001 - $50,000
  • PRBLX - Parnassus Core Equity Fund-Investor Shares$1,001 - $15,000
  • Ledyard National Bank (Hanover, NH) Type: Certificate of DepositSpouse$15,001 - $50,000
  • Trust Under the Will of Sally Drew HallSpouse
  • CUSUX - Six Circles US Unconstrained Equity FundSpouse$1,001 - $15,000
  • CIUEX - Six Circles International Unconstrained Equity FSpouse$1,001 - $15,000
  • CBTAX - Six Circles Tax Aware Bond FundSpouse$1,001 - $15,000
  • VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd AdmiralSpouse$1,001 - $15,000
  • CRDOX - Six Circles Credit Opportunities Fund Filer comment: 12/31/25 value less than $1,000SpouseNone (or less than $1,001)
  • CALTX - Six Circles Multi-Strategy FundSpouse$1,001 - $15,000
  • John Hancock - Landmark Media Enterprises, LLC - Pension Filer comment: Formerly reported as John Hancock Insurance Co.Spouse
  • TIAA - The Sharon Academy 403(B) DC PlanSpouse
  • TIAA TraditionalSpouse$1,001 - $15,000
  • CREF Total Global Stock R1 Filer comment: Previously reported as CREF Stock R1Spouse$1,001 - $15,000
  • CREF Growth R1Spouse$1,001 - $15,000
  • CREF Global Equities R1Spouse$1,001 - $15,000
  • Fidelity Investments - Roth IRASpouse
  • FXAIX - Fidelity 500 Index FundSpouse$15,001 - $50,000
  • Fidelity Investments - Traditional IRASpouse
  • JAWWX - Janus Henderson Global Research Fund - Class TSpouse$50,001 - $100,000
  • VTSAX - Vanguard Total Stock Market Index Fund - Admiral SharesSpouse$100,001 - $250,000
  • Fidelity BrokerageSpouse
  • SPAXX - Fidelity Government Money Market FundSpouse$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Nov 26, 2021GE AerospaceGESale (Full)$1,001 - $15,000Dec 17, 202121 days
Nov 26, 2021International Business Machines CorporationIBMSale (Full)$1,001 - $15,000Dec 17, 202121 days
Nov 26, 2021Union Pacific CorporationUNPSale (Full)$15,001 - $50,000Dec 17, 202121 days
Nov 18, 2021U.S. BancorpUSBSale (Full)$15,001 - $50,000Dec 17, 202129 days
Nov 18, 2021Church & Dwight Co., Inc.CHDSale (Full)$15,001 - $50,000Dec 17, 202129 days
Nov 18, 2021CERNCERNSale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021Agilent Technologies, Inc.ASale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021Cisco Systems, Inc.CSCOSale (Full)$15,001 - $50,000Dec 17, 202129 days
Nov 18, 2021GE AerospaceGESale (Partial)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021KUBTYKUBTYSale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021KYOCFKYOCFSale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021MITKMITKSale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021TNCTNCSale (Full)$1,001 - $15,000Dec 17, 202129 days
Nov 18, 2021UNUNSale (Full)$15,001 - $50,000Dec 17, 202129 days
Nov 18, 2021VAIAFVAIAFSale (Full)$15,001 - $50,000Dec 17, 202129 days
Nov 3, 2021Wells Fargo & CompanyWFCSale (Full)$1,001 - $15,000Dec 3, 202130 days
Sep 17, 2021Exxon Mobil CorporationXOMSale (Full)$1,001 - $15,000Nov 9, 202153 days
Nov 26, 2020CTRCFCTRCFSale (Full)$1,001 - $15,000Dec 4, 20208 days
Nov 16, 2020Dropbox, Inc.DBXSale (Full)$1,001 - $15,000Dec 4, 202018 days
Nov 16, 2020United Parcel Service, Inc.UPSSale (Full)$1,001 - $15,000Dec 4, 202018 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.