Official portrait of Sen. Peter Welch (D-VT)
Official portrait: unitedstates/images (public domain; source GPO Member Guide)

Sen. Peter Welch (D-VT)

House / Senate · Democrat (most recent term) · VT · in Congress 2007–present · Bioguide ID W000800

Party history by chamber: House D 2007–2023, Senate D 2023–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.

Estimated net worth (from public disclosures)

EstimateReport yearLowMidHigh
(a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 20072013$2,878,108$5,479,053$8,079,998
(b) Latest net worth estimate2025$6,784,113$12,834,556$18,884,999
(c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned)2013–2025−$1,295,885+$7,355,503+$16,006,891

Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.

Reliability flags (net worth): 2013: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.

Net worth by report year (mid; Low–High)
Report yearAssets (mid)Liabilities (mid)Net worth midLow … HighStatus / flags
2013$5,686,554$207,501$5,479,053$2,878,108 … $8,079,998computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2014$4,399,036$175,000$4,224,036$2,342,072 … $6,105,999computed
2015$4,570,051$175,000$4,395,050$2,279,102 … $6,510,999computed
2016$4,939,558$175,000$4,764,558$2,469,116 … $7,059,999computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2017$5,864,064$175,000$5,689,064$2,947,129 … $8,430,999computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2018$5,527,562$175,000$5,352,561$2,758,123 … $7,946,999computed
2019$6,643,555$175,000$6,468,554$3,571,110 … $9,365,999computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2020$7,122,058$175,000$6,947,058$3,784,116 … $10,109,999computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2021$9,536,058$175,000$9,361,058$5,267,117 … $13,454,999computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket
2022$8,165,556$187,501$7,978,055$4,451,112 … $11,504,998computed
2023$9,033,058$187,501$8,845,556$4,986,115 … $12,704,998computed
2024$9,360,554$175,000$9,185,553$5,256,107 … $13,114,999computed
2025$12,909,556$75,000$12,834,556$6,784,113 … $18,884,999computed
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+9.9%
Simple average of years+11.4%
Years estimated6
Best / worst single year2025 +50%
2020 -9%

Reliability flags: 1 year(s) driven by income/one position/range artefact; 9 unparsed value(s).

Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +7.9% to +10.7%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.

Estimated year-over-year change

-10%0%50%201720182020202320242025

Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.

Year (t−1 → t)Opening value (mid)Closing value (mid)Income (mid)Buys (mid)Sales (mid)Est. gainSame-position bandStrict envelopeTraced coverageStatus / flags
2013→2014$375,000$980,504$35,552$1,779,010$1,456,008 +84.8%+72.6% … +90.9%-440% … +610%7%excluded; not eligible: traced coverage 7% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions
2014→2015$2,441,524$2,573,526$106,369$2,352,014$1,495,012 -25.3%-25.7% … -25.2%-187% … +136%56%excluded; not eligible: traced coverage 56% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions
2015→2016$2,592,524$3,064,034$47,620$2,169,524$1,697,518 +1.8%-0.3% … +2.7%-163% … +167%57%excluded; not eligible: traced coverage 57% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions
2016→2017$4,193,550$5,061,550$71,883$2,813,022$2,442,017 +13.6%+12.4% … +16.7%-142% … +169%88%counted; high turnover (buys+sells > 100% of opening value)
2017→2018$4,526,048$4,322,046$168,050$1,851,021$1,608,024 -6.2%-7.4% … -5.7%-134% … +121%81%counted
2018→2019$2,012,537$2,353,028$49,425$928,508$279,506 -12.9%-14.9% … -6.7%-148% … +123%36%excluded; not eligible: traced coverage 36% < 60%
2019→2020$5,903,552$5,715,046$51,984$1,508,015$1,112,514 -9.0%-12.2% … -7.7%-115% … +97%91%counted
2020→2021$219,508$2,276,510$4,753$1,284,014$1,523,015 +1048.1%+878.5% … +1821.2%-6% … +2103%3%excluded; not eligible: traced coverage 3% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions
2021→2022$369,006$326,506$0$0$0 -11.5%-18.1% … -9.2%-105% … +82%4%excluded; not eligible: traced coverage 4% < 60%
2022→2023$7,319,548$7,847,048$199,370$0$0 +9.9%+9.6% … +10.8%-78% … +98%90%counted
2023→2024$8,141,548$8,757,048$223,320$0$0 +10.3%+10.2% … +10.5%-76% … +97%90%counted
2024→2025$8,321,548$12,274,548$212,070$0$0 +50.1%+35.6% … +56.1%-61% … +161%89%counted; single position drives the result (range jump)

Filings used

Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.

Report yearDoc IDTypeFiledSchedule A rowsRows with unparsed valueSource (official filing) / SHA-256
201310000703House annual5/9/2014109110000703.pdf
213024197318e4b8c710fc9c4feab028dcd7635eba67d7f32371b0239b3d0d25
201410005741House annual5/15/2015110010005741.pdf
56140b9f0b3443e81ed10cd9e730095db51601eb8549691e6345ace8e0691604
201510010552House annual5/16/2016132010010552.pdf
bd9b66575d608fd6a41f8f837e97d36ad882d79c36a6c2e4447c44aefc1a4c0c
201610015590House annual5/15/2017138110015590.pdf
2005df9293eabc1b11f6fcd9547358eddf43cec26406b45fae0090cc901daba9
201710038357House amendment8/24/2020175210038357.pdf
57d1077525bc1957588f07b63b09ac9507d6a6086959f99431adcd93aa632292
201810038838House amendment8/24/2020154010038838.pdf
585c67bd4a0d67649512a7ddb37cce4467871ff3fc1703d92be8718d558368a8
201910036915House annual8/12/2020143110036915.pdf
78262713fb9a8995f490f06b32bb0d00df8932f4c16cf6c76e20d61fb5819efc
202010044267House amendment8/13/2022155210044267.pdf
b7e7641cf2ff9bff086fc72e4df2ac2ee6c0b3d73039b077d0c3b0a5cb6010bc
202110046846House annual8/13/2022152210046846.pdf
135becdd9d8a2187c67faf43938411f63780ce4ffa0c36ec68b1e0fb429a5cdb
2022e9a68d3f-8e5f-4005-ace8-cb8025d3c467Senate amendment08/13/20251120Senate eFD report
d61c8c0e14a7c883216ee4c582e7eafe78523a7980e4ac6d1ee01de1485eccb8
20236daab1e2-4a89-4b6b-8ea8-4a810031330bSenate amendment08/13/20251150Senate eFD report
f28289b633ce06916a0777387bb4bd7f95a8aa1c6293dc2f116129b13130db12
2024b94ca749-99c1-4f56-b19f-3e6d9ef364d0Senate amendment08/13/20251070Senate eFD report
d157f47694f858d842bc705ada7985865385965ef894e55ef4c76035de91faa2
20252971d9fe-9308-4c7a-96c5-80d55606ad69Senate amendment05/05/20261130Senate eFD report
371e89a9fc63952229f0d40749cb40b1814d373762668338c0d5b359581b20da

Largest movers 2022→2023

Position (as written in filing)OwnerKindOpening range(s)Closing range(s)Buys (mid)Sales (mid)
Fidelity Traditional IRA ⇒ XLI - SPDR Select Sector Fund - Industrial—held$100,001 - $250,000$250,001 - $500,000$0$0
Vanguard - Brokerage ⇒ VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral—held$50,001 - $100,000$100,001 - $250,000$0$0
Spinnaker Trust - Brokerage ⇒ ESGD - iShares ESG Aware MSCI EAFE ETFSPheld$50,001 - $100,000$100,001 - $250,000$0$0
Fidelity Traditional IRA ⇒ XSVM - Invesco S&P Smallcap Value With Momentum ETF—held$15,001 - $50,000$50,001 - $100,000$0$0
TIAA ⇒ TIAA CREF Growth R3—held$15,001 - $50,000$50,001 - $100,000$0$0
Fidelity Traditional IRA ⇒ EWW - iShares Inc iShares MSCI Mexico ETF—held$15,001 - $50,000$50,001 - $100,000$0$0
Spinnaker Trust - Brokerage ⇒ XLI - SPDR Select Sector Fund - IndustrialSPheld$15,001 - $50,000$1,001 - $15,000$0$0
Fidelity Traditional IRA ⇒ FBSOX - Fidelity Select IT Services—held$1,001 - $15,000$15,001 - $50,000$0$0

Largest movers 2023→2024

Position (as written in filing)OwnerKindOpening range(s)Closing range(s)Buys (mid)Sales (mid)
Fidelity Traditional IRA ⇒ FCNTX - Fidelity Contra Fund—held$100,001 - $250,000$250,001 - $500,000$0$0
Charles Schwab - Brokerage ⇒ Charles Schwab (Westlake, TX) Type: Brokerage Sweep Account—held$1,001 - $15,000$1,001 - $15,000; $100,001 - $250,000$0$0
Fidelity Traditional IRA ⇒ FDRXX - Fidelity Government Cash Reserves (Jersey City, NJ) Typ—held$100,001 - $250,000$50,001 - $100,000$0$0
Fidelity Traditional IRA ⇒ FIUIX - Fidelity Utilities Fund—held$50,001 - $100,000$100,001 - $250,000$0$0
Fidelity Brokerage #2 ⇒ SPAXX - Fidelity Government Money Market Fund (Jersey City, NJ) Ty—held$50,001 - $100,000$100,001 - $250,000$0$0
Fidelity Traditional IRA ⇒ EWZ - iShares Inc iShares MSCI Brazil ETF—held$100,001 - $250,000$50,001 - $100,000$0$0
Spinnaker Trust - Brokerage ⇒ Spinnaker Total Cash & Cash Equivalents (Portland, ME) Type:SPheld$50,001 - $100,000$100,001 - $250,000$0$0
Spinnaker Trust - Brokerage ⇒ XLY - SPDR Select Sector Fund - Consumer DiscretionarySPheld$15,001 - $50,000$50,001 - $100,000$0$0

Largest movers 2024→2025

Position (as written in filing)OwnerKindOpening range(s)Closing range(s)Buys (mid)Sales (mid)
Fidelity Brokerage #1 ⇒ FDRXX - Fidelity Government Cash Reserves (Jersey City, NJ) Type: —held$500,001 - $1,000,000$1,000,001 - $5,000,000$0$0
Fidelity Traditional IRA ⇒ FDRXX - Fidelity Government Cash Reserves (Jersey City, NJ) Typ—held$50,001 - $100,000$250,001 - $500,000$0$0
Fidelity Brokerage #1 ⇒ FDGRX - Fidelity Growth Company Fund Retail Class—held$100,001 - $250,000$250,001 - $500,000$0$0
Fidelity Traditional IRA ⇒ VGPMX - Vanguard Global Capital Cycles Fund Investor Sha—held$100,001 - $250,000$250,001 - $500,000$0$0
Spinnaker Trust - Brokerage ⇒ SPLG - SPDR Portfolio S&P 500 ETFSPheld$100,001 - $250,000$250,001 - $500,000$0$0
Fidelity Traditional IRA ⇒ FCVSX - Fidelity Convertible Securities Fund—held$100,001 - $250,000$250,001 - $500,000$0$0
Vanguard - Brokerage ⇒ VMLUX - Vanguard Limited-Term Tax-Exempt Fd Admiral Shs—held$50,001 - $100,000$100,001 - $250,000$0$0
Fidelity Traditional IRA ⇒ RPV - Invesco S&P 500 Pure Value ETF—held$50,001 - $100,000$100,001 - $250,000$0$0

Method (summary)

  1. Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
  2. Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
  3. Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
  4. A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).

Limitations

Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).