Why VTI Will Own SpaceX Long Before the S&P 500 Does

After recording this video, the S&P Dow Jones decided not to change its rules related to Megacap companies. As a result, SpaceX must wait at least a year to join the S&P 500 index, and maybe longer thanks to profitability requirement: https://www.youtube.com/live/PUhK1c0MSVQ

Resources:
CRSP Total US Market: https://www.crsp.org/crsp-market-indexes-changes-to-float-shares-investability-screen/
Nasdaq-100: https://indexes.nasdaqomx.com/docs/2026_May_NDX_Changes_FAQ.pdf
S&P 500: https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20260604-1483731/1483731_spdji-us-indices-megacaps-results-20260604.pdf
SpaceX Form S/1: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm#id286866c4c474ba490d6531a57db9e93_1632
Morningstar Article: https://www.morningstar.com/stocks/how-will-mega-ipos-change-face-us-stock-market
Investment News Article: https://www.investmentnews.com/practice-management/spacexs-index-fund-debut-will-look-nothing-like-what-most-investors-expect-says-jacob-friedman/266776

**Elon Musk is preparing to take SpaceX public around June 12th**, and many investors are worried about how this massive IPO will impact their index funds. In this video, we break down exactly when SpaceX will enter major indexes, how index rules have recently changed, and whether you need to adjust your investment strategy.

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