Meet the Vanguard ETF That Just Bought SpaceX for the 4th Consecutive Month
Yahoo Finance ·
Since Space Exploration Technologies went public on June 12, 2026, multiple exchange-traded funds have acquired its stock. Among them, the Vanguard Communication Services ETF stands out by consistently purchasing shares for four straight months. As of September 30, the fund held 1,209,387 shares, climbing from 1,170,398 shares at the end of August, 842,835 at the end of July, and 632,077 at the end of June, making SpaceX its seventh-largest holding. Despite boasting a market capitalization of $1.93 trillion, SpaceX remains underweighted in many major growth and broad market ETFs because its public float accounts for only 17.5% of its 13.18 billion total outstanding shares, following its initial public offering of 639 million shares and subsequent lock-up expirations totaling approximately 2.3 billion shares. As more restricted shares unlock over time, the float will expand, driving higher float-adjusted weightings in major benchmarks like the Nasdaq-100 index and prompting additional accumulation by index-tracking funds.
AI 시장 분석
Vanguard Communication Services ETF (VOX) has purchased SpaceX shares for four consecutive months since its June 2026 listing, rising to its 7th largest holding. With a market cap of $1.93 trillion but a free float of only 17.5%, SpaceX's inclusion weight in some large ETFs remains limited. As additional float is unlocked in the future, its weighting within indices is expected to expand, sustaining buying pressure from related ETFs.
상승 영향
- Communication Services — Vanguard Communication Services ETF (VOX) has added SpaceX shares for four consecutive months, making it the 7th largest holding and strengthening growth momentum in the sector.
- Aerospace — As SpaceX's free float ratio expands and the possibility of major index inclusion increases, institutional passive capital inflows are expected to continue across the aerospace and tech sectors.
DYAX 전담 분석
Following its June IPO, a total of 2.3 billion shares of SpaceX have been unlocked, but the free float ratio remains at 17.5% of total shares outstanding (13.18 billion shares). As of late September, VOX holds 1.2 million shares. If the free float increases through future lock-up expirations, its weighting in major indices like the Nasdaq-100 will naturally rise, accelerating passive capital inflows.
In a bullish scenario, sustained buying by large passive funds driven by the increasing free float could act as a growth catalyst for the stock price. In a bearish scenario, large-scale lock-up supply entering the market could cause short-term supply-demand pressure, requiring careful monitoring of future free float ratios and major index inclusion trends.
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