Ownership history in ARROW FINANCIAL CORP Β· 30 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in VANGUARD MID-CAP ETF (VO). 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 β3.9% annually on this VO position. Timing score: 45% (9/20 decisions correct). Average cost basis: $205.86. Maximum drawdown during holding period: β25.7%.
β οΈ Trailed SPY by 3.9% ann. on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $205.86 (2021 Q1) Β· Worst: $205.86 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
2 adds Β· 20 trims. Bought during 0 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.76% 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