Ownership history in ARROW FINANCIAL CORP Β· 20 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in VANGUARD SMALL-CAP ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ARROW FINANCIAL CORP underperformed the S&P 500 by β7.6% annually on this VB position. Timing score: 42% (8/19 decisions correct). Average cost basis: $199.06. Maximum drawdown during holding period: β23.6%.
β Significantly underperformed the S&P 500 by 7.6% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $191.74 (2023 Q2) Β· Worst: $207.51 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 17 trims. Bought during 0 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size